Kenneth
Hagar
Sagepoint Financial, Inc
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About this Advisor
Kenneth Hagar is a financial advisor based out of Sterling Heights, Michigan. Hagar is an employee of Sagepoint Financial, Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Scottrade, Securian Financial Services Inc, Minnesota Life Insurance Co, Wsfg, Sagepoint and Huntington Investment Company. Hagar has Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to serve investors in Michigan. Sagepoint Financial, Inc is a financial advisory company that has its headquarters in Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 people on staff. It oversees $17 billion in assets under management between its 86,848 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 113 charitable organizations. Of its 86,848 client accounts, just 10% are associated with high-net-worth investors who have at least $1 million in assets. The company offers a broad assortment of services, including 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 for financial advice usually vary depending on which service is offered. Fees charged by Sagepoint Financial, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagepoint Financial, Inc Brokerage Details
$16,478,907,740
3,563
86,848
$189,744
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
Kenneth Hagar Work History
Kenneth has been registered as a financial advisor for 0 years.*
Sagepoint
Huntington Investment Company
Securian Financial Services Inc
Minnesota Life Insurance Co
Wsfg
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Scottrade
*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 Kenneth Hagar 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
Braintree, MA
Framingham, MA
Syracuse, NY
Spring, TX
Sterling Heights, MI
De Pere, WI
Phoenix, AZ
Fresno, CA
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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