Dustin
Christopherson
Sagepoint Financial, Inc
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About this Advisor
Dustin Christopherson is a certified financial planner operating in Chanhassen, Minnesota with a total of 1 year of relevant experience. Christopherson currently works for Sagepoint Financial, Inc. Over the course of their career, they have held roles at Eide Bailly Financial Services, Eide Bailly Advisory, LLC, Securities America, Inc, Dustin Christopherson, Eide Bailly Agency, LLC, Everbank, Eide Bailly Securities, Cetera Advisors LLC and Sagepoint Financial Inc. Christopherson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Minnesota and Texas. Sagepoint Financial, Inc is an advisory company operating out of Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 employees. It handles $17 billion in total assets across its 86,848 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 113 charities and foundations. Of its 86,848 accounts, just 10% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers 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 for financial advisory services typically are based on which services are offered. However, fee types billed by Sagepoint Financial, Inc likely consist of 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
Dustin Christopherson Work History
Dustin has been registered as a financial advisor for 1 years.*
Sagepoint Financial Inc
Dustin Christopherson
Cetera Advisors LLC
Everbank
Securities America, Inc
Eide Bailly Securities
Eide Bailly Financial Services
Eide Bailly Advisory, LLC
Eide Bailly Agency, 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 Dustin Christopherson 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
Center, TX
Austin, TX
San Diego, CA
Phoenix, AZ
Appleton, WI
Houston, TX
Lakewood Ranch, FL
Beaumont, TX
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.
