Michael
Hickey

Sagepoint Financial, Inc

CRD#3174443
Investment Advisor
in Oak Lawn, IL

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About this Advisor

Michael Hickey is a financial advisor operating out of Oak Lawn, Illinois who has 15 years of relevant experience. Hickey currently works for Sagepoint Financial, Inc. Over the course of their career, Hickey has held roles at Aig American General Life Insurance Company and Sagepoint Financial, Inc. Hickey holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Illinois. Sagepoint Financial, Inc is a registered investment company headquartered in Phoenix, AZ. The company has offices in 770 locations and a total of 3,563 advisors. It controls $17 billion in total assets between its 86,848 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 113 charitable organizations. Of its 86,848 accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in assets. The business performs 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. Financial advisory fee schedules are based on which services are provided. Fee types billed by Sagepoint Financial, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

15 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

Office Location

5210 West 95Th St
Oak Lawn, IL 60453

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

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

3,563

IL Average: 37
Total Number of Accounts

86,848

IL Average: 1,370
Average Account Size

$189,744

IL Average: $1,135,308

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

Michael Hickey Work History

Michael has been registered as a financial advisor for 15 years.*

2009 - Present (15 years)

Sagepoint Financial, Inc

2004 - Present (20 years)

Aig American General Life Insurance Company

*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 Michael Hickey 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 Sagepoint Financial, Inc

Leo Choquette
Braintree, MA
Courtney Carr
De Pere, WI
Kelcie Schiraldi
Youngstown, OH
David Walkup
Spring, TX
Jeffrey Dzwonkowski
Syracuse, NY
Kenneth Hagar
Sterling Heights, MI
Alan Pederson
Phoenix, AZ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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