Broker Check

Advisor Group and Sagepoint Financial Welcome Two Oregon Financial Professionals with $365M in Client Assets

From Wealth Adviser:

The announcement reinforces SagePoint’s strong position in the wealth management industry as a firm that empowers financial professionals with the expansive scale, resources and services of its parent company Advisor Group, while also offering the access to leadership and collegial culture of a boutique firm.

SagePoint Financial President and CEO Jeffrey Auld, says: “We are thrilled that Chris Scheller and Conrad Pearson are choosing to entrust the next stage of growth for their businesses to SagePoint and Advisor Group. These are exceptional professionals who have served their clients with integrity for years, each with a track record of successful client support that speaks for itself. Chris and Conrad recognise that when financial professionals join us, they are plugging into a platform that empowers them with industry-leading technology, services and growth resources that help them reach their fullest potential.”