Investments & Planning

Denmark State Bank has a professional alliance with LPL Financial, 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


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 offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Denmark State Bank deposits and are not FDIC insured. These products are not obligations of the Denmark State Bank and are not endorsed, recommended or guaranteed by Denmark State Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Denmark State Bank is not a registered broker/dealer and is not affiliated with LPL Financial.