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Channel Financial (now SageView Advisory Group) logo

Channel Financial (now SageView Advisory Group) Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

Channel Financial, now operating as SageView Advisory Group, is a financial services firm focused on independent retirement plan consulting. The organization supports plan sponsors by providing investment due diligence, plan design assistance, vendor benchmarking, and employee communications, aiming to mitigate fiduciary liability while improving investment opportunities and participant outcomes. Based in Golden Valley, Minnesota, the firm emphasizes a specialized, prudent process to help contain costs and meet regulatory requirements for retirement programs. SageView Advisory Group operates as an SEC-registered investment advisor, serving retirement plan sponsors and individuals across the United States, with a history dating back to 1989 and a nationwide presence through multiple offices. Recent developments include leadership changes and industry recognitions within the retirement plan advisory space.

Find Channel Financial (now SageView Advisory Group) employees' phone numbers or email addresses

Channel Financial (now SageView Advisory Group) Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Channel Financial (now SageView Advisory Group)'s Leadership

  • Stylized image of a person
    J. A.
    Partner
    Mobile Phone
  • Stylized image of a person
    D. S.
    Lead Instructor And Web Developer
    Mobile Phone

Channel Financial (now SageView Advisory Group) Employee Metrics

100%
50%
0%
2026
2025
  • Other
  • Consultant
  • Banking

Contact profiles from Channel Financial (now SageView Advisory Group)

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. A.
    Partner
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    D. S.
    Lead Instructor And Web Developer
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Channel Financial (now SageView Advisory Group) known for?

Minus sign iconPlus sign iconChannel Financial (now SageView Advisory Group) was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-763-231-****
. Explore Channel Financial (now SageView Advisory Group)'s company overview page for more information.

What is Channel Financial (now SageView Advisory Group)'s most common email format?

Minus sign iconPlus sign iconChannel Financial (now SageView Advisory Group) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Channel Financial (now SageView Advisory Group) email formats with LeadIQ.

How many employees does Channel Financial (now SageView Advisory Group) have currently?

Minus sign iconPlus sign iconChannel Financial (now SageView Advisory Group) has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Channel Financial (now SageView Advisory Group)'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Channel Financial (now SageView Advisory Group)'s key employees include:

  • Partner: J. A.
  • Lead Instructor And Web Developer: D. S.

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