Decorah (563) 382-9661 Cresco (563) 547-2244
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Whether you’re looking for fresh financial ideas for yourself or your family, we can help pave the path to financial strategies that make sense for your lifestyle. If you are ready to help make your financial life easier, it’s time to call or visit with us.
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Our client’s interests come first. By serving you well, we aim to also succeed.
We like to begin each client relationship with a personal review designed to identify long-term goals, as well as strategies for working toward those goals.
We believe it is important to inform you of the costs and benefits of working with a professional investment representative at Wealth Management Services.
We seek to make financial recommendations that are consistent with your financial circumstances, risk tolerance, and are on track with your long-term goals.
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JustinGullekson-Bio | 874 KB
Tracy Dostal | 4 MB
Julie Luzum | 4 MB
Tracy Dostal, CFP® and Justin Gullekson, CFP® hold the CERTIFIED FINANCIAL PLANNER™ professional certification that ensures adherence to the strict standards of the CFP® Board as well as personal commitment to provide competent and ethical advice.
With more than 30 years of financial service and experience, Tracy brings extensive knowledge of investment and insurance products to her clients in personal and business accumulation, preservation and transfer of wealth.
Justin has an enthusiastic commitment to helping you plan for the future while living in the present. He will design a strategy to address your needs and will work with you as your needs evolve to better accumulate, preserve and transfer your wealth.
Julie especially enjoys helping those that are new to investing and those who want help understanding basic investing.
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Decorah Bank & Trust Company and Wealth Management Services are not registered broker/dealers and are not affiliated with LPL Financial. 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 Decorah Bank & Trust Company deposits and are not FDIC insured. These products are not obligations of Decorah Bank & Trust Company or Cresco Bank & Trust Company, a division of Decorah Bank & Trust Company, and are not endorsed, recommended or guaranteed by Decorah Bank & Trust Company 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and fully registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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202 E. Water Street
126 Second Avenue, SE