This communication is strictly intended for individuals residing in the states of CO, FL, GA, IA, IL, IN, KY, MI, MN, MO, NY, OH, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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.
1907 N. Mountain Road, Wausau, WI 54401
Securities and Investement advisory services offered through SagePoint Financial, Inc.,a registered broker-dealer Member FINRA and SIPC and registered investment advisor. Equity Design Advisors, LLC is not affiliated with SagePoint Financial, Inc. or registered as a broker dealer or investment advisor.
Licensed to sell insurance and annuity products in MI, MN, and WI.
These links are provided as a convenience and for informational purposes only. The links are not part of SagePoint Financial, Inc web site, and the link to outside web sites does not mean that SagePoint Financial, Inc endorses or accepts any responsibility for the content, or the use, of the web site. SagePoint Financial, Inc. does not guarantee the sequence, accuracy or completeness of the data or other information appearing on the linked pages. The company assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.