Larry
Knisley

Sagepoint Financial, Inc

CRD#272481
Investment Advisor
in Portland, OR

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About this Advisor

Larry Knisley is an investment advisor who lives in Portland, Oregon. Currently a registered investment advisor at Sagepoint Financial, Inc, Knisley has 11 years of professional experience as a registered advisor. Knisley has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Knisley is registered to work with customers in Idaho, Oregon and Washington. Knisley has spent their complete career at Sagepoint Financial, Inc. Sagepoint Financial, Inc is headquartered in Portland, Oregon, and operates out of 564 other brick-and-mortar locations in the country. In total, Sagepoint Financial, Inc oversees $10 billion in assets throughout 46,390 accounts and retains more than 1,954 people. The amount of assets the firm manages places it among the biggest firms in the nation. The firm manages 39,237 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Sagepoint Financial, Inc provides 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

11 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

Portland, OR

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$9,995,279,814

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

1,954

OR Average: 37
Total Number of Accounts

46,390

OR Average: 1,370
Average Account Size

$215,462

OR 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

Larry Knisley Work History

Larry has 11 years of experience.

2009 - Present (12 years)

Sagepoint Financial, Inc

Disclosures

Larry Knisley has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Susan Osborn
Camarillo, CA
Timothy Sepsi
Lemont Furnace, PA
Erika Lewin-Harris
Boca Raton, FL
Cameron Cubberley
Coeur D Alene, ID
Kamron Bahrami
San Diego, CA
Robert Chen
Fort Lauderdale, FL
Derek Pilkington
Sterling, CO
Glenn Hall
Fort Lauderdale, FL

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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