Michael
Guertin
Sagepoint Financial, Inc
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About this Advisor
Michael Guertin is a financial advisor working out of Cranston, Rhode Island with 1 year of relevant experience. Guertin is an advisor for Sagepoint Financial, Inc. The advisor has gained experience at New England Securities, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Park Avenue Securities, Guardian Life Insurance Company, Guardian Life Insurance, Securian Advisors Of New England, Securian Financial Services, Minnesota Life Insurance Company and Sagepoint Financial. Guertin holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Sagepoint Financial, Inc is an advisory business operating out of Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 financial advisors. It manages $17 billion in assets among its 86,848 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 113 charitable organizations. Of its 86,848 customer accounts, just 10% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm provides a broad 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. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types charged by Sagepoint Financial, Inc can include some combination 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
$16,478,907,740
3,563
86,848
$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 Guertin Work History
Michael has been registered as a financial advisor for 1 years.*
Sagepoint Financial
Securian Advisors Of New England
Securian Financial Services
Minnesota Life Insurance Company
Guardian Life Insurance
Park Avenue Securities
Mml Investors Services, LLC
Park Avenue Securities
Guardian Life Insurance Company
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
New England Securities
*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 Guertin 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
Braintree, MA
Oldsmar, FL
Youngstown, OH
Spring, TX
Framingham, MA
Phoenix, AZ
Phoenix, AZ
Fresno, CA
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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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.
