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Investments

Discover the investment solutions that will grow your wealth and build your legacy. We can help you decide which investment products and services will help you meet your financial goals.

Traditional IRAs

Tax-deferred retirement accounts.

Roth IRAs

Invest taxed income that
grows tax-free.

401(k) Rollovers

Take your savings with you when you change jobs.

College Savings

529 and other plans to
save for college.

Mutual Funds

Diversified portfolios of stocks, bonds, and other securities.

Fixed & Variable Annuities

Save now, withdraw a fixed income stream later.

Stocks and Bonds

Securities to help your
portfolio grow.

Unit Investment Trusts

Fixed portfolios that provide capital appreciate or dividend income.

Money Market Funds

A mutual fund that invests in cash.

Meet Your Wealth Management Team

Paul Stageber Team Member Of Lake Region Bank

Paul Stageberg

Investment Executive

Willmar Branch

Jodi Darval Team Member Of Lake Region Bank

Jodi Darval

Investment Assistant

Willmar Branch

Check the background of this investment professional on FINRA’s BrokerCheck

Location: 1690 1st St S, Willmar, MN 56201 Phone: 320-214-3001

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

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