Allison
Rud
Sagepoint Financial, Inc
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About this Advisor
Allison Rud is a financial advisor working in Mondovi, Wisconsin with a total of 15 years of relevant experience. Rud is an advisor for Sagepoint Financial, Inc. The advisor has gained experience at Aig American General Life Insurance Company, American General Securities Inc and Sagepoint Financial, Inc. Rud has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and Wisconsin. Sagepoint Financial, Inc is a firm headquartered in Phoenix, AZ. The investment advisory business has offices in 770 locations and a total of 3,563 people on staff. It manages $17 billion in total assets between its 86,848 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 113 charities and foundations. Of its 86,848 accounts, just 10% are held by high-net-worth clients who have at least $1 million in assets available to invest. Sagepoint Financial, Inc offers 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 advisory services largely depend on the financial services. However, fees billed by Sagepoint Financial, Inc likely consist 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
Allison Rud Work History
Allison has been registered as a financial advisor for 15 years.*
Sagepoint Financial, Inc
Aig American General Life Insurance Company
American General Securities 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 Allison Rud 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
Sterling Heights, MI
Appleton, WI
Syracuse, NY
Spring, TX
Oldsmar, FL
Lakewood Ranch, FL
Phoenix, AZ
Phoenix, AZ
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