Renee
Fields
Sagepoint Financial, Inc
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About this Advisor
Renee Fields is a financial advisor operating in Kansas City, Missouri with 7 years of industry experience. Fields is currently employed by Sagepoint Financial, Inc. Over the course of their career, they have held roles at Ids Life Insurance Company, Sagepoint Financial, Inc and Ameriprise Financial Services, Inc. Fields has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California, Connecticut, Georgia, Illinois, Kansas, Louisiana, Michigan, Missouri and Texas. Sagepoint Financial, Inc is an advisory firm that has its headquarters in Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 employees. It manages $17 billion in assets under management between its 86,848 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 113 charities and foundations. Of its 86,848 customer accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business 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. Financial management fee schedules vary depending on which services the firm provides the client. Fees charged by Sagepoint Financial, Inc can 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
Renee Fields Work History
Renee has been registered as a financial advisor for 7 years.*
Sagepoint Financial, Inc
Ameriprise Financial Services, Inc
Ids Life Insurance Company
*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 Renee Fields 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
Phoenix, AZ
Houston, TX
Sterling Heights, MI
Spring, TX
Lakewood Ranch, FL
Phoenix, AZ
Phoenix, AZ
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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