Shannon
Fowler

Sagepoint Financial, Inc

CRD#5486347
Investment Advisor
in Pleasant View, UT

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About this Advisor

Shannon Fowler is a financial advisor working out of Pleasant View, Utah. Fowler is an employee of Sagepoint Financial, Inc. Throughout their career, they have worked at Morgan Stanley, Mosaic Family Wealth, Ameriprise Financial Services, Inc, Empower Retirement, Beauty Counter, Trolan LLC, Massmutual Life Insurance Company, Mml Investors Services, LLC and Sagepoint Financial, Inc. Fowler holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to serve investors in Utah. Sagepoint Financial, Inc is a registered investment business that has its headquarters in Phoenix, AZ. The company has offices in 770 locations and a total of 3,563 advisors. It controls $17 billion in assets under management across its 86,848 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 113 charitable organizations. Of its 86,848 customer accounts, just 10% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Sagepoint Financial, Inc has 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. Fees for financial management typically depend on which services the firm provides the client. However, fees billed by Sagepoint Financial, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

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

Pleasant View, UT

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

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

3,563

UT Average: 37
Total Number of Accounts

86,848

UT Average: 1,370
Average Account Size

$189,744

UT 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

Shannon Fowler Work History

Shannon has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Sagepoint Financial, Inc

2021 - 2021 (< 1 year)

Trolan LLC

2021 - 2023 (2 years)

Massmutual Life Insurance Company

2021 - 2023 (2 years)

Mml Investors Services, LLC

2020 - 2021 (1 year)

Empower Retirement

2019 - 2020 (1 year)

Morgan Stanley

2019 - 2021 (2 years)

Beauty Counter

2016 - 2019 (3 years)

Ameriprise Financial Services, Inc

2015 - 2016 (1 year)

Mosaic Family Wealth

2012 - 2015 (3 years)

Morgan Stanley

*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 Shannon Fowler 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

Courtney Carr
De Pere, WI
Byron Eddie Arnold
Beaumont, TX
Timothy Sepsi
Lemont Furnace, PA
David Walkup
Spring, TX
Jairo Acevedo
Phoenix, AZ
Alan Pederson
Phoenix, AZ
Leo Choquette
Braintree, MA

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.

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