Andrew
Knutson

Sagepoint Financial, Inc

CRD#2254542
Investment Advisor
in Missoula, MT

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About this Advisor

Andrew Knutson is a financial advisor operating in Missoula, Montana, who has been in the industry for 26 years. Knutson is an employee of Sagepoint Financial, Inc. During their career, the advisor has held roles at Spelman & Co., Inc and Sagepoint Financial, Inc. Knutson holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in California, Connecticut, Minnesota, Missouri, Montana, North Carolina and South Carolina. Sagepoint Financial, Inc is a registered investment company headquartered in Missoula, Montana. The company has offices in 564 locations and a total of 1,954 financial advisors. It has $10 billion in assets under management across its 46,390 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 83 charitable organizations. Of its 46,390 accounts, 16% belong to high-net-worth investors who have more than $1 million in investable assets. Sagepoint Financial, Inc has a wide array 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 charged by financial advisors largely vary depending on the financial services. However, fees charged by Sagepoint Financial, Inc may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

26 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, Commissions

Disclosures

No

Office Location

6983 Alisha Dr.
Missoula, MT 59803

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$9,995,279,814

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

1,954

MT Average: 37
Total Number of Accounts

46,390

MT Average: 1,370
Average Account Size

$215,462

MT Average: $1,135,308

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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

Andrew Knutson Work History

Andrew has 26 years of experience.

2009 - Present (12 years)

Sagepoint Financial, Inc

1994 - Present (27 years)

Spelman & Co., Inc

Disclosures

Andrew Knutson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Zachary Sasser
Austin, TX
Tyler Bernards
Orem, UT
Denise Storm
Chariton, IA
Harry Horning
Manassas, VA
Thomas Flegal
Edgerton, OH
Hannah Buschbom
Santa Barbara, CA
Philip Elliott
Meridian, ID
Gary Schaudt
Marshalltown, IA

This content was compiled from the SEC and FINRA.

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