Sagepoint Financial Inc
Legal Name: SAGEPOINT FINANCIAL, INC.
Full Contact Details
Sagepoint Financial Inc
20 E. THOMAS ROAD, SUITE 2000, PHOENIX, AZ
1-800-552-3319 EXT 2606
Other Info
Sagepoint Financial Inc, legally known as SAGEPOINT FINANCIAL, INC., is a Delaware-based corporation with over 1900 employees, half of which serve in advisory roles. With close to 9000 clients, the U.S. Securities and Exchange Commission has approved this financial firm with a registration date of October 3, 2005.
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Direct Owners
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ADVISOR GROUP, INC.
SHAREHOLDER owns 75% or more
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CYNTHIA ANN HAMEL
CHIEF OPERATIONS OFFICER, EVP owns less than 5%
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DAVID MARTIN SCHMIDT
PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, TREASURER AND FNOP owns less than 5%
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JAMES DALE PRICE
CHAIRMAN, DIRECTOR owns less than 5%
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JEFFREY MICHAEL AULD
DIRECTOR, CHIEF EXECUTIVE OFFICER, PRESIDENT owns less than 5%
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MATTHEW ADAM SCHLUETER
DIRECTOR, EVP owns less than 5%
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NINA SCHLOESSER MCKENNA
EXECUTIVE VICE PRESIDENT, SECRETARY owns less than 5%
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ROBERT JOHN GULDNER
CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISORY owns less than 5%
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STEVEN DAVID SCHLEGEL
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER owns less than 5%
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THOMAS BLAKE SIDLO
MUNICIPAL PRINCIPAL owns less than 5%
Indirect Owners
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ADVISOR GROUP HOLDINGS, INC.
SHAREHOLDER owns 75% or more
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LIGHTYEAR FUND III, L.P.
SHAREHOLDER owns more than 50% but less than 75%
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AG ARTEMIS HOLDINGS, L.P.
SHAREHOLDER owns 75% or more
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AG INTERMEDIATE CORPORATION
SHAREHOLDER owns 75% or more
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AG PARENT CORPORATION
SHAREHOLDER owns 75% or more
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RCP ARTEMIS CO-INVEST, L.P.
SHAREHOLDER owns 75% or more