Michael
Johnson
Sagepoint Financial, Inc
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About this Advisor
Michael Johnson is a financial advisor who works out of Bryan, Ohio who has 15 years of relevant experience. Johnson currently works for Sagepoint Financial, Inc. They have spent the entirety of their time as a financial advisor at Sagepoint Financial, Inc. Johnson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana, Kentucky, Michigan, North Carolina and Ohio. Sagepoint Financial, Inc is a financial advisory firm headquartered in Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 financial advisors. It has $17 billion in total assets between its 86,848 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 113 charities and foundations. Of its 86,848 customer accounts, just 10% belong to high-net-worth investors who have more than $1 million in investable assets. Sagepoint Financial, Inc has a number of services, including 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 advisory fee schedules are based on which services the firm provides the client. However, fee types billed by Sagepoint Financial, Inc likely are comprised 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
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$16,478,907,740
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,563
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
86,848
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$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
Michael Johnson Work History
Michael has been registered as a financial advisor for 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 Michael Johnson 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
Lemont Furnace, PA
Framingham, MA
Fresno, CA
Spring, TX
Sterling Heights, MI
De Pere, WI
Phoenix, AZ
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.
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