Broker Check

220 E. Main Street, Suite 200
Mankato, MN 56001
Phone: (507) 625-2526
Fax: (507) 388-9977

Investment Services - Individual

Retirement Planning

  • Managed Wealth
    • Fee-Based Asset Management Services
  • Mutual Funds
  • Stocks/Bonds
  • IRAs
  • Roth IRAs
  • Insurance
    • Fixed Annuities
    • Variable Annuities
    • Long Term Care Insurance

Family Planning

  • Educational IRAs
  • 529 Plans
  • Coverdell Education Savings Accounts
  • Investing for the future, including
    • Saving for a home purchase
    • Saving for a child’s future
  • Non-Retirement Accounts
  • Mutual Funds
  • Stocks/Bonds

INVESTMENT SERVICES - BUSINESS

  • Qualified Retirement Plans
    • 401(k) Plans
    • SEPs
    • SIMPLE Plans
  • Business Ownership Succession
  • Mutual Funds
  • Stocks/Bonds
  • Corporate Accounts

ALTERNATIVE INVESTMENTS

  • Real Estate Investment Trusts (REITS)
    • Public
    • Private