Investment
Services
Experience a full-service investment
center that’s here for you when you need them.
Investments
Today, there are a great number of ways to invest money. From a full spectrum of investment products,
Lake Region Financial Services works hard to help 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. Lake Region Financial
Services, 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
an Investment Executive today.
Opportunities
Lake Region Financial Services provides a broad spectrum of
investment products.
- Government Bonds
- Mutual Funds
- Stocks
- Collateralized Mortgage Obligations
(CMOs)
- Money Market Funds
- Unit Investment Trusts
|
- Tax-Free* Bonds
- Tax-Deferred Fixed and Variable
Annuities
- Brokered CDs
- Corporate Bonds
- And More!
|
more
info
|
Managed Accounts
If you prefer to have someone else manage your money, Lake
Region Financial Services has many qualified investment adviser representatives
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. SIPC and
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
PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency. * 51 Main St., New London, MN 56273
View PRIMEVEST privacy policy and other important information.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. |
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriatePRIMEVEST Advisory Services Agreement and disclosure brochure as provided.
*Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither PrimeVest, nor any of its representatives may give legal or tax advice. |
Website Designed and Maintained by Studio 78.