Who's Moving Where In Wealth Management? - SagePoint

Editorial Staff

17 December 2019

SagePoint Financial
SagePoint Financial, an independent broker-dealer and registered investment advisor representing more than 1,400 independent financial advisors, has hired John Ressler, a financial advisor based in Mason City, Iowa, with $115 million in total client assets.

SagePoint is part of Advisor Group, a US network of independent wealth management firms, which also includes FSC Securities, Royal Alliance Associates and Woodbury Financial.

Ressler has been a financial advisor for more than 30 years and offers clients across northern Iowa a range of fee-based advisory services, from retirement planning and education planning to investment management and insurance.

The Ressler recruitment adds to SagePoint's addition of 14 advisors in the second half of 2019, equating to a total of $518 million in client money.