Sagepoint Financial, Inc
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About this Advisor
David Klenske is a financial advisor operating out of Carlsbad, California, who has 13 years of professional experience. Klenske currently works for Sagepoint Financial, Inc. Throughout their career, they have worked at Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Klenske maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in California. Sagepoint Financial, Inc is an advisory firm headquartered in Carlsbad, California. The company has offices in 615 locations and a total of 2,032 people on staff. It administers $7 billion in total assets across its 33,830 accounts, making it one of the largest firms in the country by assets under management. The firm advises 67 charities and foundations. Of its 33,830 accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a diverse set of services, such as 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. Financial management fees largely are based on which services are provided. However, fees charged by Sagepoint Financial, Inc likely are comprised of any combination of 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
David Klenske Work History
David has 13 years of experience.
Sagepoint Financial, Inc
Aig Financial Advisors, Inc
David Klenske has no disclosures.
Please visit their SEC profile for more details.