Check the background of this financial professional on FINRA's BrokerCheck.
Are you Fishing for Answers
Meet Your Guides

Our family owned and operated firm was begun in 1964.

Since then we have worked with Individual Clients, Businesses and Governmental agencies to help them meet their financial goals. Our firm's foundation is built on our face to face customer service model. We believe we need to recommend quality financial products and time tested strategies to help you achieve your goals. 
 
Our team of Professionals can help you with:
  • Independent private consultation on pensions such as
    - PERA
    - MSRS
  • Individual Wealth management
  • Retirement plans
  • 401k/457b
  • Personal retirement planning
  • Income protection
Latest Video Client Alert
Newsletters
  • Time for a Mid-Year Investment Check
    Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the
  • Managing Your Money in a Gig Economy
    According to the Bureau of Labor Statistics, 16.5 million people rely on contingent or alternative work arrangements for their income.1 Often referred to as
  • Charitable Giving After Tax Reform
    Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how
  • What's the real return on your investments?
    As an investor, you probably pay attention to nominal return, which is the percentage increase or decrease in the value of an investment over a given period of time,
  • Inflation Variation, Eroding Purchasing Power
    Inflation averaged 2.5% for the 30-year period from 1989 to 2018. Although the recent trend is below the long-term average, even moderate inflation can reduce
    
PreviousNext
 
 
 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.

This communication is strictly intended for individuals residing in the states of MN, IA and WI. states where the registered representative is registered to conduct securities business.  No offers may be made or accepted from any resident(s) outside the specific states listed. Securities and investment advisory services offered through SagePoint Financial Services, Inc., member FINRA/SIPC, and a registered investment advisor.  Insurance Services offered through Wenzel Financial Services which is not affiliated with SagePoint, or registered as a broker/dealer or investment advisor. All listed entities are unaffiliated.
 


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