David
Klenske

Sagepoint Financial, Inc

CRD#1582670
Investment Advisor
in Carlsbad, CA
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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

Series 63, Series 65

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2768 Loker Ave W #101
Carlsbad, CA 92010

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

CA Average: $1,555,372,352
Total Number of Employees

1,957

CA Average: 37
Total Number of Accounts

42,989

CA Average: 1,370
Average Account Size

$185,820

CA Average: $1,135,308

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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.

2009 - Present (10 years)

Sagepoint Financial, Inc

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

Disclosures

David Klenske has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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