John
Madson

Sagepoint Financial, Inc

CRD#5139981
Investment Advisor
in Minneapolis, MN

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About this Advisor

John Madson is a certified financial planner working in Minneapolis, Minnesota with a total of 10 years of industry experience. Madson is an employee of Sagepoint Financial, Inc. They have been with Sagepoint Financial, Inc for all of their career. Madson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Minnesota and Texas. Sagepoint Financial, Inc is an advisory business based in Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 financial advisors. It handles $17 billion in assets across its 86,848 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 113 charities and foundations. Of its 86,848 customer accounts, just 10% are held by high-net-worth individuals who have at least $1 million in assets. The company has a wide range 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 management fee schedules largely are based on which services the firm provides the client. However, fee types billed by Sagepoint Financial, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 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

5775 Wayzata Blvd Suite 360
Minneapolis, MN 55416

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

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

3,563

MN Average: 37
Total Number of Accounts

86,848

MN Average: 1,370
Average Account Size

$189,744

MN 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

John Madson Work History

John has been registered as a financial advisor for 10 years.*

2010 - Present (14 years)

Sagepoint Financial, Inc

*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 John Madson 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

Timothy Sepsi
Lemont Furnace, PA
Samantha Fleming
Framingham, MA
Leo Choquette
Braintree, MA
David Walkup
Spring, TX
Kenneth Hagar
Sterling Heights, MI
Courtney Carr
De Pere, WI
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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