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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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  • Quiz: Social Security Survivor Benefits
    Did you know that Social Security may pay benefits to your eligible family members when you die, helping to make their financial life easier? Take this quiz to learn
  • Rules on Opening a 529 Plan Account for College
    Year over year, participation in 529 plans continues to rise.1 Anyone can open an account, lifetime contribution limits are typically over $300,000, and there
  • How Does Your Employer's Retirement Plan Compare?
    Each year, the Plan Sponsor Council of America (PSCA) surveys employers to gauge trends in retirement plan features and participation. Results are used by employers and
  • Do I need to get a REAL ID when I renew my license?
    If you need to renew your driver's license, you may want to get a REAL ID. The REAL ID Act, passed by Congress in 2005, enacts the 9/11 Commission's
  • How do I replace my Social Security card?
    Chances are, you probably have your Social Security number memorized, so you may not have had to use your card in awhile. However, there are times when you may be
    
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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.