John
Fletcher

Sageview Advisory Group, LLC

CRD#6094352
Investment Advisor
in Kansas City, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Fletcher is a financial advisor based in Kansas City, Missouri, working with Sageview Advisory Group, LLC. John has previously held positions at American Century Investment Services, Inc, Cognios Capital, LLC, Alps Distributors, Inc, Msec, LLC, Mariner Retirement Advisors, Mariner Wealth Advisors, Sageview Advisory Group, Cetera Advisor Networks LLC, and Sageview Advisory Group - Crd # 126777. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, John is part of Sageview Advisory Group, LLC, which operates out of Kansas City, Missouri. The firm has 36 offices and 262 employees. The firm manages assets totaling $202.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Sageview Advisory Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9201 Ward Parkway Suite 205
Kansas City, MO 64114

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Sageview Advisory Group, LLC Brokerage Details

Total Assets Under Management

$202,573,491,630

MO Average: $7,578,581,321
Total Number of Employees

262

MO Average: 43
Total Number of Accounts

34,543

MO Average: 3,727
Average Account Size

$5,864,386

MO Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

John Fletcher Work History

2024 - Present (1 year)

Sageview Advisory Group

2024 - Present (1 year)

Cetera Advisor Networks LLC

2024 - Present (1 year)

Sageview Advisory Group - Crd # 126777

2018 - 2024 (6 years)

Mariner Wealth Advisors

2017 - 2024 (7 years)

Msec, LLC

2017 - 2018 (1 year)

Mariner Retirement Advisors

2016 - 2017 (1 year)

Cognios Capital, LLC

2016 - 2017 (1 year)

Alps Distributors, Inc

2012 - 2016 (4 years)

American Century Investment Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Fletcher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sageview Advisory Group, LLC

Nolan Early
Newport Beach, CA
Kenneth Barnes
Newport Beach, CA
Alexis Gallati
Newport Beach, CA
William Posch
Redwood City, CA
Ann Cheu
Redwood City, CA
John Lockwood
Boston, MA
Bianca Soto
Tulsa, OK
Matthew Anderson
Newport Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started