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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.
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.
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.
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.
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.
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Products and services available through LPL Financial
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:
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.