Financial Planning

Community First Bank uses cookies to improve site functionality, provide you with a better browsing experience, and to enable our partners to advertise to you. By clicking "Accept" or using this site, you consent to the use of cookies. Detailed information on this site's use of cookies, and how you can decline them, is described in our Website Security and Cookie Policy.

Accept
Print Printer Icon
Lori Barry

Lori Barry, CRPC®

Financial Consultant

CRD #5771498

Phone: 608-960-7757

Email: Show Email

View BrokerCheck Profile

Bob Koestler

Bob Koestler

Financial Consultant

CRD #7023515

Phone: 608-495-6167

Email: Show Email

View BrokerCheck Profile

Marge Goetsch

Marge Goetsch, FPQP™

LPL Registered Sales Assistant

Phone: 608-383-1518

Email: Show Email

The Investment Center at Community First Bank

Financial advice to help you pursue your goals

The Investment Center at Community First Bank offers an investment services program through LPL Financial. Through on-site financial planning and investment solutions, they partner with us to help you pursue your financial goals. Financial Consultant Lori Barry and Bob Koestler look forward to the opportunity to speak with you about your future goals. Lori offices in our Baraboo, Boscobel, Fennimore, and Richland Center locations. Bob offices in our Reedsburg, Platteville, Prairie du Chien and Livingston locations.

Why work with a financial advisor?

You work hard for what you earn — and want to do all you can to make sure you save and invest wisely. A financial advisor can help you pursue your short- and long-term financial goals, whether you have one or many, as well as plan and prepare for unexpected events that might arise. Through an ongoing, collaborative relationship with an advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals anytime and receive timely advice when you need it.

A comprehensive approach

We care about what matters most to you. That’s why we’ve established a relationship with Lori, who dedicates their practice to helping you pursue your financial goals. Together, you and your advisor will evaluate your financial life to see how it all fits. From there, your advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from pursuing the lifestyle you want. Through personalized financial advice, your advisor will help you prioritize what’s important today, while planning for a confident financial future.

Solutions and advice aligned to your goals

The LPL Financial program allows us to align with the expertise and resources of LPL Financial. You will have access to wide-ranging advice — from point-in-time investment recommendations and asset allocation strategies, to a comprehensive financial planning approach that covers key aspects of your financial life — to help you pursue your goals. And, your advisor can provide access to a broad array of solutions aligned with your specific needs, including investments, insurance and annuities.

About LPL Financial

As the nation’s leading independent broker-dealer*, LPL Financial offers an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 16,000 financial professionals and approximately 700 financial institutions. We also support more than 4,000 other financial professionals with customized clearing solutions, advisory platforms, and technology.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

View the LPL Financial’s FINRA BrokerCheck.

Products and services available through LPL Financial

  • Financial planning
  • Retirement planning
  • Investments
  • Funding education expenses
  • Insurance and annuities
  • Estate planning strategies
  • Retirement income strategies
  • Tax planning strategies

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community First Bank and The Investment Center At Community First Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Investment Center At Community First Bank, and may also be employees of Community First Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community First Bank or The Investment Center At Community First Bank. 

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.