AdvisorOS Directory
Claim Profile
Unclaimed Profile
IF

Inger Wilson Fields

SAGEPOINT FINANCIAL, INC.·PHOENIX, Arizona
Series 27SAGEPOINT FINANCIAL, INC.
2800 NORTH CENTRAL AVENUE, PHOENIX, AZ 85004CRD# 1690043Firm CRD# 133763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Inger Wilson Fields · PHOENIX, AZ
Registration
CRD #1690043 · SAGEPOINT FINANCIAL, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
SAGEPOINT FINANCIAL, INC.
CRD 133763 · SEC 801-64721
AUM
$16.5B
Regulatory assets under management
Employees
3,563
86,848 client accounts
Services offered by SAGEPOINT FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SAGEPOINT FINANCIAL, INC. →
Introduction

Speak with Inger Wilson

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Inger Wilson is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PHOENIX?

Browse all registered financial advisors in PHOENIX, Arizona or claim this profile if it's yours.

Browse PHOENIX AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Inger Wilson Fields offer?
Inger Wilson Fields specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Inger Wilson Fields's credentials?
Inger Wilson Fields is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Inger Wilson Fields located?
Inger Wilson Fields is based in PHOENIX, Arizona, working with SAGEPOINT FINANCIAL, INC.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Inger Wilson Fields charge for services?
Inger Wilson Fields's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGEPOINT FINANCIAL, INC.?
SAGEPOINT FINANCIAL, INC. has approximately 3563 employees and manages $16.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SAGEPOINT FINANCIAL, INC.

Erica Maja Mcginnis
PHOENIX, AZ
Jeffrey Michael Auld
PHOENIX, AZ
Nigel Allister Gilbert
PHOENIX, AZ
Steven David Schlegel
PHOENIX, AZ
Thomas Blake Sidlo
PHOENIX, AZ
Ken Muraoka
PHOENIX, AZ

More Advisors in PHOENIX, Arizona

Edward Lawrence Janulis
DIGITAL ASSET MANAGEMENT US INC·PHOENIX, AZ
Todd Coleman Early
SOVEREIGN INVESTMENT ADVISORS LLC·PHOENIX, AZ
Brent James Miller
SABRIENT SYSTEMS, LLC·PHOENIX, AZ
Brian Michael Riordan
L. ROY PAPP & ASSOCIATES, LLP·PHOENIX, AZ
Darren Lane Whitehurst
WINDSOR CAPITAL MANAGEMENT, LLC·PHOENIX, AZ
John Eldon Reimer
STELLAR CAPITAL MANAGEMENT LLC·PHOENIX, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
SCOTTSDALE (281)TUCSON (92)MESA (26)TEMPE (18)CHANDLER (16)PEORIA (14)PRESCOTT (9)YUMA (7)FLAGSTAFF (6)GILBERT (6)
City Guides
SCOTTSDALE GuideTUCSON GuideMESA GuideTEMPE GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Request removal of this profile