Bret Keehn

Bret Keehn is Registered Principal and Corporate Investment Advisor Representative for Securities with SagePoint Financial, Inc. He holds Series 6, 7, 24, 63 and 65 securities registrations, and a Life and Health Insurance license. In addition, Bret serves as President of Strait Financial Advice, Inc. Bret works with many retirees and self-employed individuals as well as trusts. He has a BS in Business Marketing from CSU Sacramento, CA. He has served as a board member and president of his local Chamber of Commerce and has been a member of Rotary for 23 years. He has four children and enjoys hiking and tennis.

Ross and Bret have a combined total of nearly 50 years of experience in the securities industry. They have been affiliated with SagePoint Financial, Inc and its predecessor organizations since 2000 (for Ross) and 2003 (for Bret).

Currently, Ross and Bret share coverage responsibilities for each other. Ross and Bret are both committed to a high level of client service and successful investing with the goal of making a positive impact in the financial lives of their clients.