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Services Offered
Are you new to investing or are you a seasoned pro looking for some fresh ideas.

We can help.

Employer Plans and FRA's
  • Plan analysis
  • Assistance in drafting Investment Policy Statements
  • Investment research and recommendations
  • Product research and recommendation
  • Face to face reviews on quarterly or Semi annual basis
  • Worksite education on retirement income planning
Individual Investors
  • Personal Financial Assessment
  • Retirement income planning
  • Income protection
  • Statement Aggregation
  • Investment research and Model Portfolios
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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.