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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
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    No matter how much money you have or which life stage you're in, becoming financially independent starts with a dream. Your dream might be to finally pay off the
  • Should You Invest Internationally?
    Investing in foreign stocks provides access to a world of opportunities outside the United States, which may help boost returns and manage risk in your portfolio.
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    Do you have a tendency to push off important tasks? Do you do things at the last minute, or maybe not do them at all? If so, you're not alone. About one in five adults
  • Have you checked your tax withholding lately?
    If you were unpleasantly surprised by the amount of tax you owed or the amount of your tax refund when you filed your 2018 tax return, it may be time to check your
  • Do I need to pay estimated tax?
    Taxpayers are required to pay most of their tax obligation during the year by having tax withheld from their paychecks or pension payments, or by making estimated tax
    
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 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.