John
Ryan

Sagepoint Financial, Inc

CRD#1711095
Investment Advisor
in Minneapolis, MN

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About this Advisor

John Ryan is a certified financial planner who works out of Minneapolis, Minnesota with 1 year of relevant experience. Ryan is currently employed by Sagepoint Financial, Inc. Throughout their career, they have worked at Sagepoint Financial, Inc and Acumen Financial Advisors, LLC. Ryan has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Maine and Minnesota. Sagepoint Financial, Inc is a business based out of Phoenix, AZ. The company has offices in 770 locations and a total of 3,563 people on staff. It manages $17 billion in assets under management across its 86,848 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 113 charitable organizations. Of its 86,848 client accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Sagepoint Financial, Inc offers a number 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 charged by financial advisors usually are based on which services are offered. However, fees charged by Sagepoint Financial, Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

8500 Normandale Lake Blvd Suite 620
Minneapolis, MN 55437

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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 Ryan Work History

John has been registered as a financial advisor for 1 years.*

2009 - Present (15 years)

Sagepoint Financial, Inc

1995 - Present (29 years)

Acumen Financial Advisors, 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 John Ryan 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
Angela Martin
San Diego, CA
Timothy Sepsi
Lemont Furnace, PA
David Walkup
Spring, TX
Courtney Carr
De Pere, WI
Samantha Fleming
Framingham, MA
Alan Pederson
Phoenix, AZ
Jeffrey Dzwonkowski
Syracuse, NY

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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