Sagepoint Financial, Inc
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About this Advisor
Kevin Kautzmann is a certified financial planner who works out of New York, New York, who has 10 years of experience as a financial advisor. Kautzmann is an employee of Sagepoint Financial, Inc. Kautzmann has gained experience at Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Kautzmann has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New Hampshire and New Jersey. Sagepoint Financial, Inc is a registered investment business based out of New York, New York. The investment advisory business has offices in 615 locations and a total of 2,032 employees. It handles $7 billion in assets across its 33,830 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 67 charitable organizations. Of its 33,830 client accounts, just 11% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a diverse assortment 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. A financial advisor's fee schedules typically depend on the type of services provided. However, fee types charged by Sagepoint Financial, Inc most likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Sagepoint Financial, Inc Brokerage Details
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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
Kevin Kautzmann Work History
Kevin has 10 years of experience.
Sagepoint Financial, Inc
Aig Financial Advisors, Inc
Kevin Kautzmann has no disclosures.
Please visit their SEC profile for more details.