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Troy Axelson, CFP®
Brad Lee, CIS

Wenzel Financial Services
7300 Hudson Blvd. N. Suite 100
Oakdale, MN 55128
Phone:
  • Troy Direct: 651-769-0490
  • Brad Direct: 651-272-5756
Fax:
  • 651-769-0520

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LETTER TO BRAD LEE'S CLIENTS

I am pleased to inform you of a recent business relationship I have developed with Troy Axelson. I have known Troy and worked with him for over 10 years.  This new relationship will allow me to accept a promotion to OSJ and work with Troy and other advisors in a supervisory manner.  I will continue to work with Troy in the years to come for a seamless transition for you.  This relationship will also allow you to continue to be provided the service you deserve.  I have seen the care and concern Troy has for his clients’ well being and know this is his number one priority.

Here is a little background on Troy.  He has served in the financial industry since 1992. He holds a Series 7, 63, 65 and Life Insurance Licenses.  He is also a Certified Financial Planner (CFP) which allows him to deliver the highest standard of financial planning and make sure you are right on track.  Troy’s honesty, integrity and empathy are some of the reasons I have chosen him to serve you in your current and future financial planning needs. 

We are excited for this transition and for Troy to speak with you personally. We will be contacting you so that Troy can become familiar with your financial plans and get to know you personally.  We will also be scheduling office visits over the next few months to go over your financial planning needs in detail.  If you have any questions please feel free to contact me or Troy at 651-769-0490.

Thank you for your continued trust and business. We are confident that this relationship will enhance the services we provide to you, our valued client.

Sincerely,

Brad Lee                                   Troy Axelson

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck