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Sharp & Wessels Investments we are committed to
providing you with
quality service and integrity. Together we have over 50 years of experience
in the financial planning and consulting fields that gives
us the experience to personalize each investor's portfolio.
We can put together a financial plan that fits your lifestyle
and risk tolerance by using asset allocation models. We feel you need a team
of professionals behind you so we will work in unison
with your attorneys and CPAs.
As a full service financial planning
office, we offer services that can help take care of
all of your financial needs. We offer personal products
and services ranging from investments, retirement plans,
estate preservation planning, asset management, and
insurance products and services that include various types
of life, disability, long term care, and medical insurances.
Also, CD's, real estate investment trusts (REIT's),
unit investment trusts (UIT's), mutual funds, stocks,
bonds, variable and fixed annuities are available. For
business owners, we offer 401k plans and complete benefit
packages covering group medical, dental, life, and short-
and long-term disability.
We do not charge fees for the
above listed services or for compiling other information
to help you make investment decisions. As registered
representatives of OneAmerica Securities, Inc., a registered
broker dealer, we are compensated by commissions on
investment transactions through our broker dealer.
Most of our new clients come
to us through our current clients. We think that says
a lot about our financial relationships; we are committed
to working with you over the long term. We offer professional
financial advice that is personalized to you, your unique
situation, and your individual goals. We see that as
the key to helping you make the right financial decisions.
Dan Sharp and Ken Wessels are registered representatives of OneAmerica
Securities, Inc. Securities and investment advisory
services offered solely through: OneAmerica Securities,
Inc. Member FINRA/SIPC, 3636 S. Sherwood Forest Blvd.,
Suite 660 Baton Rouge, LA 70816
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Registered Representatives of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 3636 S. Sherwood Forest Blvd, Suite 660 Baton Rouge, LA 70816, (225) 293-9283. Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies. Sharp and Wessels Investments is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.
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