Cathy
Schmidtke
Sagepoint Financial, Inc
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About this Advisor
Cathy Schmidtke is a financial advisor working out of Milwaukee, Wisconsin with a total of 5 years of relevant experience. Schmidtke is currently employed by Sagepoint Financial, Inc. Schmidtke has gained experience at Mml Investors Services, LLC, Sagepoint Financial, Metropolitan Life Insurance Company and Metlife Securities, Inc. Schmidtke holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Wisconsin. Sagepoint Financial, Inc is a registered investment company operating out of Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 people on staff. It handles $17 billion in assets among its 86,848 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 113 charities and foundations. Of its 86,848 accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets. Sagepoint Financial, Inc has a diverse 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. Fees for financial management typically vary depending on which services are offered. 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
Cathy Schmidtke Work History
Cathy has been registered as a financial advisor for 5 years.*
Sagepoint Financial
Mml Investors Services, LLC
Metlife Securities, Inc
Metropolitan Life Insurance Company
*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 Cathy Schmidtke 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
Framingham, MA
Braintree, MA
Spring, TX
Youngstown, OH
De Pere, WI
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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