Investment
Services
Experience a full-service investment
center that’s here for you when you need us.
Investments
Today, there are a great number of ways to invest money and
enjoy a good return. From a full spectrum of investment products,
Lake Region Financial Services works hard to meet your financial
goals and dreams.
Services
Through Lake Region Financial Services you have access to
a full-service investment center, located right inside Lake
Region Bank. Our investments provider, Lake Region Financial
Services, an experienced brokerage firm, provides services
that meet a variety of investment objectives.
Stop by today and visit with your local
Lake Region Financial Services Investment Executive about
your financial future! Contact
our Investment Executives today.
Opportunities
Lake Region Financial Services provides a broad spectrum of
investment products, available to you thorough our service
provider PRIMEVEST Financial Services, Inc.
- Government Bonds
- Mutual Funds
- Stocks
- Collateralized Mortgage Obligations
(CMOs)
- Money Market Funds
- Unite Investment Trusts
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- Tax-Free Bonds
- Tax-Deferred Fixed and Variable
Annuities
- CDs
- Corporate Bonds
- And More!
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more
info
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Managed Accounts
If you prefer to have someone else manage your money, Lake
Region Financial Services has many qualified money managers
to assist. more
info
Protection
Brokerage services customers are protected by the Securities
Investor Protection Corporation (SIPC), which protects securities
customers of its members up to $500,000, including $100,000
on claims for cash. A supplemental policy, underwritten by
British Companies, provides $9.5 million in additional coverage
per customer, subject to an overall aggregate coverage. PRIMEVEST’s
supplemental coverage protects customer securities and funds
only if the brokerage firm fails. Neither coverage protects
against the decline in the market value of any security. An
explanatory brochure on SIPC protection and a disclosure statement
on the supplemental coverage are available to customers upon
request.
Whether you’re a conservative,
middle-of-the-road, or an aggressive investor, Lake Region
Financial Services provides financial opportunities in friendly
places to investors like you.
DISCLOSURE
Lake Region Financial Services is an independent, registered
broker/dealer. Member NASD/SIPC. Securities provided by
PRIMEVEST: Not FDIC Insured. Not deposits or obligations
of the bank or its affiliates. Not guaranteed by the bank
or its affiliates. Are subject to investment risk, and
may go down in value. |
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