Ken Walz, CFS, ChFC

The CFS program provides proven tools for implementing an effective investment plan and providing ongoing service. This begins with data gathering techniques to gain a complete understanding of your goals and concerns. Think of the CFS as an exclusive group. We learn objective evaluation techniques for reporting your investment results relative to appropriate benchmarks. We are well equipped to help handle any situation for your portfolio. This may involve advanced statistical techniques of asset management, known as Modern Portfolio Theory. 

CFS designees must meet annual continuing education requirements to obtain the CFS certified high-level of experience. There are several hundred-thousand people who are licensed to sell various investment products, less than 1% of them have earned the CFS designation through the Institute of Business and Finance.

A ChFC representative can help put you on the fast-track to reaching your financial goals. The curriculum for this professional designation consists of 10 college-level courses through the American College. With this additional training, ChFC designees can offer in-depth financial consulting. The ChFC designation is one of the most prestigious in the financial services industry.  In all my professional relationships, I pledge myself to the following rule of ethical conduct: 

I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.

CFS and ChFC representatives present your insurance and investment strategies in plain English, so it`s easier to understand the process.

1800 East Main Str., Suite D
Mandan, ND 58554 
Tel: 1.888.609.2371   Fax: 701 530 1913

Securities and Investment Advisory services are offered through SagePoint Financial, Inc., member FINRA/SIPC, and a registered investment advisor. Walz Financial Services is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.