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Associates

 

  • Michael Allen

    Phone Number 419-659-5524, 419-659-2118
    Email mallen@sagepointadvisor.com

  • Brian Inkrott

    Phone Number 419-659-5524, 419-659-2118
    Email binkrott@sagepointadvisor.com

  • Cory King

    Phone Number 419-659-5524
    Email cking@sagepointadvisor.com

  • Dave Ellerbrock

    Phone Number 419-659-5524
    Email dellerbrock@sagepointadvisor.com

  • Jill Stechschulte

    Phone Number 419-659-5524
    Email jstechschulte@sagepointadvisor.com
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SagePoint Form CRS

*Securities and advisory services offered through SagePoint Financial, Inc., Member FINRA/SIPC. Insurance services offered through Strategic Financial Resources, which is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of AZ, FL, IA, IL, IN, KY, MI, MO, NC, NM, OH, OR, WA, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck