Jerrold
Dockter

Sagepoint Financial, Inc

CRD#1032296
Investment Advisor
in Bismarck, ND

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jerrold Dockter is a financial advisor who works in Bismarck, North Dakota with a total of 18 years of industry experience. Dockter works at Sagepoint Financial, Inc. They have spent all of their time as a financial advisor at Sagepoint Financial, Inc. Dockter has Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to serve investors in North Dakota. Sagepoint Financial, Inc is a registered investment business that has its headquarters in Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 advisors. It controls $17 billion in assets across its 86,848 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 113 charitable organizations. Of its 86,848 client accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm 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. A financial advisor's fee schedules typically are based on the type of financial services. However, fee types billed by Sagepoint Financial, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

18 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

Office Location

1929 N. Washington Street Suite K
Bismarck, ND 58501

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

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

3,563

ND Average: 37
Total Number of Accounts

86,848

ND Average: 1,370
Average Account Size

$189,744

ND 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

Jerrold Dockter Work History

Jerrold has been registered as a financial advisor for 18 years.*

2009 - Present (15 years)

Sagepoint Financial, Inc

*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 Jerrold Dockter 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

Leo Choquette
Braintree, MA
Samantha Fleming
Framingham, MA
David Walkup
Spring, TX
Jeffrey Dzwonkowski
Syracuse, NY
Timothy Sepsi
Lemont Furnace, PA
Alan Pederson
Phoenix, AZ
Sean Mannello
Phoenix, AZ

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started