Kevin
Kautzmann

Sagepoint Financial, Inc

CRD#2870120
Investment Advisor
in New York, NY
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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

Series 65, Series 63, Certified Financial Planner

Years of Experience

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, Commissions

Disclosures

No

Office Location

80 Fifth Avenue Suite 1403
New York, NY 10011

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

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

1,957

NY Average: 37
Total Number of Accounts

42,989

NY Average: 1,370
Average Account Size

$185,820

NY 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

Kevin Kautzmann Work History

Kevin has 10 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2008 - 2009 (1 year)

Aig Financial Advisors, Inc

Disclosures

Kevin Kautzmann has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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