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Our Firm
Wenzel Financial Services is a full service firm. We not only manage current client relationships but also focus on marketing Equity indexed life and annuity products through our business partner AMZ. Our objective is to provide a series of top level Equity Indexed products to agents nationwide, powered by AMZ. By determining the needs of each producer we will be able to match each of them with a product that meets the needs of their clients, provide the producer with better than street level compensation matched with our service and the AMZ back office services. Specifically, through online, streamlined contracting and product information/forms services we will grow our firm built on providing timely accurate information and the services required by top producing field agents/agencies.
 
As personal producing agents we have a good understanding of what agents in the field are looking for and we are determined to provide you with the highest caliber of service and best of class products.
 
We look forward to the opportunity to help you build a successful practice.
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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.
 


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