From individual to corporate retirement accounts, college funds, and everything in between – there are a variety of account options available to you. We’ll work together to select an account(s) that fit your needs.
• Types of accounts available:
• Traditional Individual Retirement Account
• Roth Individual Retirement Account
• Employer (SEP, Simple, 401k, 403b)
• 529 College Savings
• Custodian for Minor
• Individual / Joint
• Not For Profit / Muni
• Access to a variety of investment products to use for your accounts
• Online access to your accounts
• Fee-Based account versus Transaction-Based account
• One-on-one consultations to help walk you through the process
• Trusted, local adviser ready to listen to your needs
Check the background of this investment professional on FINRA’s BrokerCheck.
Located at: 40 Chestnut St. W., Annandale, MN 55302. 320-274-8216.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lake Central Bank and Lake Central Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Lake Central Investment Services, and may also be employees of Lake Central Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Central Bank or Lake Central Investment Services . Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.