Sagepoint Financial, Inc
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About this Advisor
Cory Schmelzer is a certified financial planner whose office is in San Diego, California. Currently an investment advisor at Sagepoint Financial, Inc, Schmelzer has 14 years of experience as a registered advisor. Schmelzer maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Schmelzer is able to act as an advisor in California and Texas. Their career trajectory has included roles at Aig Financial Advisors, Inc, Sagepoint Financial, Inc, San Diego Wealth Management, LLC (155876) and Retirement & Tax Solutions. Sagepoint Financial, Inc is based out of San Diego, California, and has 615 additional locations throughout the country. As a company, Sagepoint Financial, Inc manages $7 billion in assets throughout 33,830 accounts and employs more than 2,032 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 19,836 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 11% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Sagepoint Financial, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Sagepoint Financial, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Cory Schmelzer Work History
Cory has 14 years of experience.
San Diego Wealth Management, LLC (155876)
Sagepoint Financial, Inc
Aig Financial Advisors, Inc
Retirement & Tax Solutions
Cory Schmelzer has disclosures.
Please visit their SEC profile for more details.