Marc
Schmeeckle
Sageview Advisory Group, LLC
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About this Advisor
Marc Schmeeckle is a financial advisor operating out of Louisville, Colorado who has 2 years of industry experience. Schmeeckle works at Sageview Advisory Group, LLC. Throughout their career, Schmeeckle has worked at Princor Financial Services, Principal Life Insurance Co, Sageview Advisory Group, LLC and Cetera Advisor Networks. Schmeeckle holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado. Sageview Advisory Group, LLC is a registered investment firm based in Newport Beach, CA. It has offices in 36 locations and a total of 224 financial advisors. It has $156 billion in assets under management across its 21,119 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 21,119 accounts, just 9% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a number 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. Fees charged by financial advisors largely are based on the services offered. However, fees billed by Sageview Advisory Group, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$156,399,419,714
224
21,119
$7,405,626
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
Marc Schmeeckle Work History
Marc has been registered as a financial advisor for 2 years.*
Sageview Advisory Group, LLC
Cetera Advisor Networks
Princor Financial Services
Principal Life Insurance Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marc Schmeeckle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sageview Advisory Group, LLC
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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