Broker Check

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


The list below is to help you learn more about some of the companies we recommend and the products they offer. It is not an exhaustive list of where we have agreements to do business. If you do not see it here, ask. You may not be able to view your account at every website and those that you can see may not offer you the ability to buy, sell or exchange funds through the website. If we are the broker of record on your account, you should contact us whenever you need service on your account. To access your account, you can, generally, setup a password (or get instruction to) at the company websites.

  • AIM
  • Allegiant Funds
  • Alliance Capital Funds
  • Alpine Funds
  • American Century
  • American Funds Group
  • Citigroup Global Markets, Inc.
  • Colonial Group
  • Constellation Funds – through Pershing
  • Dunham Funds
  • Enterprise Group
  • Evergreen Funds
  • Federated Funds
  • Fidelity Advisor Funds
  • Fidelity Investments
  • First Dominion Capital Corp.
  • Franklin Templeton Investor Services Group
  • GE Funds
  • Hartford Mutual Funds
  • ING Funds
  • J.P. Morgan
  • MFS Family of Funds
  • Oppenheimer Funds
  • Pershing
  • Prudential
  • Putnam Funds
  • Quaker Funds
  • TIAA.CREF 529 Plan Advisor Programs
  • Touchstone
  • Unified Management
  • Wells Fargo Funds

Investors should carefully consider the information about the above-mentioned Funds, including investment objectives, risks, charges and expenses, which can be found in the Funds’ prospectuses. Copies of the prospectuses are available from the representative or at the specific Fund’s website. Investors should read the prospectuses carefully before investing.