AdvisorOS Directory
Claim Profile
SS

Steven David Schlegel

SAGEPOINT FINANCIAL, INC.·PHOENIX, Arizona
Unclaimed Profile
20 E. THOMAS ROAD, PHOENIX, AZ 85012CRD# 2210096Firm CRD# 133763
01

About

Steven David Schlegel is a registered financial advisor based in PHOENIX, Arizona, affiliated with SAGEPOINT FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SAGEPOINT FINANCIAL, INC.
SAGEPOINT FINANCIAL, INC.
AUM
$16.5B
Regulatory assets under management
Employees
3563
Total firm employees
View all advisors at SAGEPOINT FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2210096
Firm CRD# 133763
8 disclosures on file
View on FINRA BrokerCheck →

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Steven David Schlegel offer?
Steven David Schlegel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Steven David Schlegel's credentials?
Steven David Schlegel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven David Schlegel located?
Steven David Schlegel is based in PHOENIX, Arizona, working with SAGEPOINT FINANCIAL, INC.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Steven David Schlegel charge for services?
Steven David Schlegel'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 in PHOENIX
Michael Patrick Mccann — PERSPECTIVE FINANCIAL SERVICES LLCPurnesh Seegopaul — PANGAEA VENTURES US INC.David Thomas Wilson — TRUERISK CAPITAL MANAGEMENT LLCCurtis Reed Christensen — LONGBOARD ASSET MANAGEMENT, LPTodd Coleman Early — SOVEREIGN INVESTMENT ADVISORS LLC
Nearby cities in Arizona
SCOTTSDALE (467)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
SCOTTSDALE GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile