Broker Check

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

WEALTH MANAGEMENT SERVICES

INDIVIDUAL INVESTMENT SERVICES

  • RETIREMENT PLANNING
    • Managed Wealth (Fee Based Asset Management)
    • 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
      • Saving for a home purchase
      • Saving for a child’s future
    • Non-Retirement Accounts
    • Mutual Funds
    • Stocks/Bonds

BUSINESS INVESTMENT SERVICES

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

ALTERNATIVE INVESTMENTS

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