Casey
Harding
Sagepoint Financial, Inc
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About this Advisor
Casey Harding is a certified financial planner who works in Midlothian, Texas with 1 year of industry experience. Harding is on the advisory team at Sagepoint Financial, Inc. Their career trajectory has included roles at Century 21, Guidestone Financial Resources, Pine Cove Inc, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company and Sagepoint Financial, Inc. Harding has a Series 63 license, qualifying them as a securities agent, and can advise clients in Texas. Sagepoint Financial, Inc is a business operating out of Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 employees. It controls $17 billion in total assets across its 86,848 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 113 charities and foundations. Of its 86,848 accounts, just 10% are associated with high-net-worth investors who have more than $1 million in investable assets. Sagepoint Financial, Inc has a wide array 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 management fees largely depend on which services the firm provides the client. However, fee types billed by Sagepoint Financial, Inc may 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
Casey Harding Work History
Casey has been registered as a financial advisor for 1 years.*
Sagepoint Financial, Inc
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Century 21
Guidestone Financial Resources
Pine Cove 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 Casey Harding 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
Lemont Furnace, PA
Youngstown, OH
Spring, TX
Phoenix, AZ
Fresno, CA
Phoenix, AZ
Syracuse, NY
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.
