Welcome

 

Welcome to Ken Walz, CFS, ChFC, RICP. 
I hope that you find my site valuable enough to bookmark it as one of your favorites. I recommend that you take advantage of the many features that I provide such as the "Tell a Friend" option. I hope my site will further your awareness of how my business works and the services I provide.
        
 

 

 

       

 

ChFC


       

 


1800 East Main Str., Suite D
Mandan, ND 58554 
Tel: 1.888.609.2371   Fax: 701 530 1913
E-mail: kwalz@sagepointadvisor.com


** Securities and investment advisory services 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.


 

 

MISSION STATEMENT

 

 

 

 

From my site you can gather current quotes and news on individual stocks and funds, maintain and update your own personal portfolio, and send me any messages and or questions. Here you can stay up-to-date on relevant financial topics through my On-line Newsletter. Thanks for being here! I appreciate your visit.

 

The foundation of my business is to assist individuals and business owners in maximizing and preserving their economic potential by providing personalized attention, financial expertise, quality products and superior service. I am dedicated to helping my clients transfer financial visions into reality through a long-term working relationship and to helping secure for them and their families future financial independence.

Chartered Financial Consulting Services Offered By Ken Walz CFS, ChFC, RICP.

Walz Financial Services