Channel Financial (now SageView Advisory Group) Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

Who We Are: 
Channel Financial is a leading independent retirement plan consulting firm. Our mission is to help protect fiduciaries from the personal and corporate liability related to the retirement plan, while enhancing potential investment opportunities and ultimately helping participants achieve financial security. In helping plan sponsors deliver the highest quality retirement programs, we seek to contain costs, address regulatory requirements and promote an independent prudent process. Our value proposition includes investment due diligence, plan design assistance, vendor benchmarking and employee communications. 

Experience, Commitment & Accountability: 
An organization can no longer attempt to be all things to all people. Today’s business environment demands the services of professionals who are dedicated retirement plan specialists. Our Consultants and Account Directors reflect this philosophy by possessing significant industry experience, training and unparalleled resources. 
SageView Advisory Group is an SEC-Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans, and provides comprehensive wealth management services to individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide. SageView Advisory Group, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where SageView Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future results. No advice may be rendered by SageView Advisory Group, LLC unless a client service agreement is in place.

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