Wisconsin Retirement Council |
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Sam Greco
Phone: 608-831-3535 Sam has been assisting clients with their financial needs since 1975. His primary role with the Wisconsin Retirement Council is building trustworthy relationships with each educator to help them clarify their financial goals, priorities, concerns, and dreams. He also assists them as they take a look at their total financial picture so the team can provide the professional retirement counseling for the well-being of each educator. Sam and his wife DeeAnn have two grown children and live in Middleton, WI. 
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8309 Greenway Blvd., Suite 210 Phone: 877-854-3535 |
Securities and advisory services offered through SagePoint Financial, Inc. Member FINRA and SIPC and a registered investment advisor.
Jeff Becker, Sam A. Greco III, Jerry L. Johnson, and Thomas R. Krause are Registered Representatives. Jeremy Pinnow is a Registered Representative and Investment Advisor Representative offering advisory services through SagePoint Financial, Inc. Wisconsin Retirement Council is a separate entity from any member of SagePoint Financial, Inc. or registered as a broker dealer or investment advisor.
Wisconsin Retirement Council is not a state agency.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IA, IL, IN, KS, MI, MN, MO, MS, NC, ND, NH, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV. 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