Douglas
Bierman
Sagepoint Financial, Inc
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About this Advisor
Douglas Bierman is a financial advisor who works in Wausau, Wisconsin who has 5 years of relevant experience. Bierman works at Sagepoint Financial, Inc. Their career trajectory has included roles at Metropolitan Life Insurance Company, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC and Sagepoint Financial, Inc. Bierman has a Series 63 license, designating them as a securities agent, and is able to operate in Texas and Wisconsin. Sagepoint Financial, Inc is a firm based out of Phoenix, AZ. The investment advisory business has offices in 770 locations and a total of 3,563 financial advisors. It handles $17 billion in assets across its 86,848 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 113 charities and foundations. Of its 86,848 accounts, just 10% are held by high-net-worth investors who have greater than $1 million in assets. Sagepoint Financial, Inc performs a number 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. A financial advisor's fees usually depend on the services. Fees billed by Sagepoint Financial, Inc can consist of 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
Douglas Bierman Work History
Douglas has been registered as a financial advisor for 5 years.*
Sagepoint Financial, Inc
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metropolitan Life Insurance Company
Metlife 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 Douglas Bierman 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
Oldsmar, FL
Milwaukee, WI
De Pere, WI
Spring, TX
Beaumont, TX
San Diego, CA
Phoenix, AZ
Sterling Heights, MI
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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