Sharp & Wessels Investments
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At 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

 

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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