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 solutions 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.
Investment services include:
Our client’s interests come first. By serving you well, we will also succeed.
We like to begin each client relationship with a personal review designed to identify long-term goals, as well as strategies for reaching 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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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 meet your needs and will work with you as your needs evolve to better accumulate, preserve and transfer your wealth.
Rich makes it his priority to know the investment and insurance industry so he can better educate and serve you.
Experience & Education
Community & Family
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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.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
PLEASE NOTE: The links being provided are strictly as a courtesy to our clients. When you link to any of the sites provided here, you are leaving our site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Wealth Management Services webpage and assume total responsibility and risk for your use of the sites to which you are linking.
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202 E. Water Street
126 Second Avenue, SE