Warren
Steinborn

Sagepoint Financial, Inc

CRD#434884
Investment Advisor
in Indianapolis, IN

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About this Advisor

Warren Steinborn is a financial advisor based in Indianapolis, Indiana who has 8 years of industry experience. Steinborn currently works for Sagepoint Financial, Inc. Their career trajectory has included roles at Warren Steinborn Associates, W.S.A Inc Iii, J P Turner & Company LLC, Sagepoint Financial, Inc and National Planning Corporation. Steinborn holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, Illinois, Indiana, North Carolina and Ohio. Sagepoint Financial, Inc is an advisory business that has its headquarters in Phoenix, AZ. The investment advisory business has offices in 770 locations and a total of 3,563 people on staff. It handles $17 billion in assets across its 86,848 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 113 charitable organizations. Of its 86,848 client accounts, just 10% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Sagepoint Financial, Inc has 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 depend on which services are offered. However, fee types charged by Sagepoint Financial, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

50 E 91St Street Suite 314
Indianapolis, IN 46240

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

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

3,563

IN Average: 37
Total Number of Accounts

86,848

IN Average: 1,370
Average Account Size

$189,744

IN 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

Warren Steinborn Work History

Warren has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Sagepoint Financial, Inc

1980 - Present (44 years)

W.S.A Inc Iii

1968 - Present (56 years)

Warren Steinborn Associates

2011 - 2015 (4 years)

National Planning Corporation

2010 - 2015 (5 years)

J P Turner & Company LLC

*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 Warren Steinborn 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

Kenneth Hagar
Sterling Heights, MI
Courtney Carr
De Pere, WI
Timothy Sepsi
Lemont Furnace, PA
David Walkup
Spring, TX
Sean Mannello
Phoenix, AZ
Alan Pederson
Phoenix, AZ
Kelcie Schiraldi
Youngstown, OH

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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