Investments & Planning

 

 

 

Denmark State Bank has a professional alliance with Denmark Financial Services and LPL Financial. LPL Financial is one of the leaders in the financial services industry and a firm that is dedicated to helping individuals attain their long-term lifestyle goals.

When it comes to saving for a secure retirement or making your money work harder for you in the short term, we’ve got an investment option that may be right for you.

Financial Services include:

  • Asset Allocation
  • College, Estate and Financial Planning
  • Financial Reviews
  • Retirement Plans

Investment Services and Products include:

  • Exchange Traded Funds (ETF)
  • Life Insurance and Long Term Care Insurance
  • Mutual Funds
  • Annuities
  • Stocks and Bonds
  • Advisory Platforms
  • Model Wealth Portfolios (MWP)
  • Optimum Market Portfolios (OMP)
  • Strategic Asset Management (SAM)

About LPL Financial

Benefits of Financial Planning


Check out the background of investment professionals associated with the site on FINRA’s BrokerCheck:

 

 

Note: We do not recommend a particular mutual fund, nor guarantee that any mutual fund will achieve its investment objective. Mutual funds are not deposits and are not insured or guaranteed by the FDIC, or any other government agency. An investment in mutual funds involves investment risks including the possible loss of the principal amount invested. Always ask for a prospectus and read it carefully before you invest in any mutual fund.

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. Denmark State Bank and Denmark Financial Services are not registered as a broker/ dealer or investment advisor. Registered representatives of LPL offer products and services using Denmark Financial Services and may also be employees of Denmark State Bank.

These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Denmark Stater Bank or Denmark Financial Services. The Denmark Financial Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WI, IL, FL and TX. Securities and insurance offered through LPL or its affiliates are: