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Dairy State Bank | Investment Center


 

Contact Info

Rice Lake Office

16 South Main Street
Rice Lake, WI 54868
Phone: (715) 234-9181

Menomonie Office

2405 Schneider Avenue
Menomonie, WI 54751
Phone: (715) 235-5511

Email: [email protected]

 

 





Investment Center

Brandon is an LPL Financial Advisor located at the Rice Lake and Menomonie branches of Dairy State Bank. His top priority is to educate prospects/clients so they at least have the basic knowledge to make good informed decisions about their financial futures. He will work with each client to create individual investment strategies based on the clients risk tolerance and serve as a roadmap to how clients should not only invest today, but also rebalance their portfolios to stay in alignment with their stated risk parameters. He helps clients do this by developing investment strategies through a four step process: Establishing their objectives, developing an appropriate strategy, integrating customized solutions, and reviewing their progress toward these goals on an ongoing basis. One of the most important goals he has for each client is simplifying their personal financial lives, and to provide peace of mind. He feels that with LPL Financials independence, and no proprietary investment restrictions, this allows him to recommend suitable investments that fit each individuals needs.

Brandon graduated from the University of Wisconsin – Stout with a Bachelor of Science degree in General Business Administration with an emphasis in Finance. He is a CHARTERED RETIREMENT PLANNING COUNSELOR which he received from the College for Financial Planning in Denver, CO. Brandon currently resides in Cameron with his wife, Julie, and their children, Abbie and Brady.

To reach Brandon's website at LPL, you may click here

This site is designated for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through LPL Financial, Member FINRA/SIPC.  Insurance products offered
through LPL Financial or its licensed affiliates.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not a Deposit

Not Insured by any Federal Government Agency

Dairy State Bank is not a registered broker/dealer and is not affiliated with LPL Financial.