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investment services for individuals
Planning doesn't have to be difficult. Our team will help you develop strategies to help meet your goals - for your future and the future of those most important to you. Our recommendations are based on what's best for you and your long-term needs.
Lake Elmo Financial allows you to take care of your financial needs in one convenient location. Whether you are looking to help reduce taxes, potentially increase income or start building a retirement portfolio, at Lake Elmo Financial, you will find the products and services you expect from a full-service brokerage firm, along with the service you count on from people you know and trust. |
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* Retirement Income Planning
* 401(k) Rollover Planning
* IRAs
* Asset Allocation Advice
* 529 College Savings Plans
* Mutual Funds, Stocks and Bonds
* Life Insurance and Long-Term Care
For more information, contact a staff member in our investment department:
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*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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