Brad's Team

 

Bradford G. Lee, CIS

Registered Principal

Series 7, 24, 31, 51, 63, 65

Licenses for life and health insurance

brad@bradglee.com

Bradford G. Lee joined SagePoint Financial, Inc. / Focal Point Financial Services in 2007 and became the Registered Principal in 2011. He holds the series 7, 24, 31, 51, 63, and 65 securities registrations. Brad has earned the Certified Income Specialist designation from the Institute of Business and Finance. He is also licensed for Accident & Health, and Life insurance. Brad holds the Senior Professional in Human Resources designation – Emeritus status and is a member of the Financial Services Institute (FSI).

Prior to joining SagePoint Financial, Inc., Brad was a Financial Advisor with Smith Barney. He has also held engineering, manufacturing and human resources management positions at 3M. Since 2003, his professional practice has focused on serving the needs of affluent investors with retirement income planning, estate planning, investment planning and tax-efficient investing as part of a comprehensive investment strategy aimed at fulfilling lifetime financial goals. He currently serves a diverse client base of individuals and small businesses.

Brad believes that each client should have a customized, written investment plan that clearly states the goals of the investment program, the acceptable risk parameters and the time horizon allowed for reaching the investment goals established. He also believes that regular proactive communication with clients is vital for doing individualized financial analysis; advising them on asset allocation and providing them with regular reports on the progress they are making toward their financial goals. His affiliation with Focal Point Financial Services reflects his conviction that an independent firm is the best venue for providing this level of service.

A graduate of Cardinal Stritch University, where he earned a BS in Business Management, Brad has always enjoyed working with people and developing lasting relationships. Brad is an active member of his community and is a member of the White Bear Area Chamber of Commerce; he served as a past Board Member and Chair of the Government Affairs and Local issues committee. He serves as a member of St. John’s Hospital Community Advisory Council and is a personal financial coach for students at Luther Seminary. Previously, Brad has also served as a Board Member of The Foundation of St Andrew’s Lutheran Church and was member of the City of Mahtomedi Finance Commission. Brad lives in Mahtomedi with his wife, Cheri.

 

Cheri Lee

Non-Registered Assistant

651-426-7375

 

Dan Smith, CPA

Registered Assistant

Series 7, 63

612-978-3350

 

Duane Schwarzbauer, CPA

Non-Registered Assistant

952-221-5999

 

Satellite Branch Offices

 

Dennis Oehlerts

Financial Advisor 

Series 7, 63, 66

Licenses for life and health insurance

303-973-9288

 

David Schmitz, CFP

Registered Representative

Series 6, 7, 22, 63

Licenses for life and health insurance

651-353-6176