Nicholas
Hunzinger
Sagepoint Financial, Inc
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About this Advisor
Nicholas Hunzinger is a financial advisor working in Milwaukee, Wisconsin with a total of 2 years of relevant experience. Hunzinger is currently employed by Sagepoint Financial, Inc. Throughout their career, Hunzinger has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association, Bmo Harris Financial Advisors, Wealth Partners Financial Services, Mutual Advisors, LLC and Sagepoint Financial Inc. Hunzinger holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Wisconsin. Sagepoint Financial, Inc is a firm that has its headquarters in Phoenix, AZ. The company has offices in 770 locations and a total of 3,563 financial advisors. It controls $17 billion in assets across its 86,848 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 113 charitable organizations. Of its 86,848 customer accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in investable assets. Sagepoint Financial, Inc performs a diverse assortment 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. A financial advisor's fee schedules typically vary depending on which services are provided. However, fee types billed by Sagepoint Financial, Inc most likely include 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
Nicholas Hunzinger Work History
Nicholas has been registered as a financial advisor for 2 years.*
Sagepoint Financial Inc
Mutual Advisors, LLC
Wealth Partners Financial Services
Bmo Harris Financial Advisors
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC
*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 Nicholas Hunzinger 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
Oldsmar, FL
Youngstown, OH
Spring, TX
Sterling Heights, MI
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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