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Our Firm
Let Us Be Your Guide...

Many fishermen head out for a day of fishing with a short term goal or aspiration of catching their daily limit. Once the daily limit has been reached, some go home while others continue to fish for the trophy or the catch of a lifetime.

For many, this effort is too much to handle on their own or they need a guide to find their goal. We want to be your guide and help you determine what your financial goal is and then figure out how to catch it. 

The tools in our tackle box include:
  • Independent consultations on state pensions such as:
    - PERA
    - MSRS
  • retirement planning and education
  • wealth development strategies
  • asset management
  • college funding
  • estate planning
Wenzel Financial Services strives to address the many facets of wealth accumulation for our clients. The company provides its clients a powerful selection of investments offered through Sagepoint Financial as well as life insurance companies and referrals to CPA`s and Estate Attorneys. 

Wenzel Financial Services becomes the natural choice for investors who want comprehensive wealth management - not only asset management, but a complete coordinated program. It is a higher standard for people with serious financial goals and the vision to imagine their financial future.
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.