Lake Elmo Bank

investment services for business 
We work with you to find the best retirement plan for you and your employees. We will help you review all of your options so you can make the best decisions concerning you, your family and your business.    

retirement planning 
As a business owner you can develop a plan to help secure your retirement future and provide retirement benefits to attract and retain employees. 


Lake Elmo Financial
 will work with you in implementing a retirement plan to meet your needs through the following services:

• Detailed explanation of available plans
• Complete administration reporting capabilities 
• Comprehensive investment product selection


The following plans are available:

* 401(k) Plans 
* Defined Benefit 
* Profit Sharing 
* Money Purchase  
* SIMPLE Plans 
* SEP Plans   
* Individual (k) plans 
* Deferred Compensation  
* Other employee benefits
 


For more information, contact a staff member in our investment department:

 

Stephen Madsen CFP® 
*Financial Advisor
651.773.4758
madsens@ceteranetworks.com  

Gail Nelson
Office Manager
651.748.2285
nelsong@ceteranetworks.com

MacKenzie Zajec CFP®
*Financial Advisor
651.773.4435
zajecm@ceteranetworks.com

*Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Investments are:  Not FDIC/NCUSIF Insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is under separate ownership from any other named entity.

Stephen Madsen, Financial Advisor, is registered to sell Securities in the following states:  Arizona, Florida, Kansas, Michigan, Minnesota, Wisconsin
Stephen Madsen, Financial Advisor, is licensed to sell Insurance Products in the following states:  Minnesota and Wisconsin

MacKenzie Zajec, Financial Advisor, is registered to sell Securities in the following states:  Minnesota and Wisconsin
MacKenzie Zajec, Financial Advisor, is licensed to sell Insurance Products in the following states:  Minnesota and Wisconsin


Lake Elmo Bank • 11465 39th Street North • Post Office Box 857 • Lake Elmo MN  55042 • 651.773.4758


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