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Baylake Investments Advisor Recognized by National Broker Dealer

January 13, 2009-- Brian Hartl of Baylake Wealth Services was recently recognized by LPL Financial Institution Services for recent achievements, ranking him 13th in mutual fund sales among financial consultants located in financial institutions.

Brian attributes his recent achievement to his positive attitude in a challenging marketplace. “Winston Churchill once said: Pessimists see problems in every opportunity. Optimists see opportunities in every problem. My goal in working with my clients is to identify opportunities in this economic environment,” Hartl said.

“Clients need their financial advisor more than ever. It has been my mission to make sure my clients have been well informed and understand what’s happening in the market and how it affects them. If history has taught us anything, it is that this too shall pass. Keeping my clients focused on their financial goals and how to navigate and interpret economic noise in the media has been my priority,” commented Hartl.

Hartl obtained a Bachelor of Science degree from the University of Wisconsin—Stevens Point, Masters Degree from Montana State University, and he is a Chartered Retirement Planning Counselor (CRPC) as well as Chartered Mutual Fund Counselor (CMFC). He has been with Baylake for 12 years, and is active in the community with the Optimists Club, and as a Sturgeon Bay Little League coach & middle school track coach.

Hartl and his investment associates Amy Van Bramer and Karen Haen are based out of the Baylake Bank Financial Center at 217 N. 4th Avenue in Sturgeon Bay. Baylake Bank has been serving its communities for more than 125 years, and currently has 28 financial centers in Brown, Door, Green Lake, Kewaunee, Manitowoc, Outagamie, Waupaca, and Waushara counties, as well as online banking at www.baylake.com. For more information call (920) 743-5551 or 1-800-267-3610.

*Securities and investment advisory services are offered by UVEST Financial Services, Member FINRA / SIPC and a SEC registered investment advisor. UVEST Financial Services and Baylake Wealth Services are independent entities.  LPL Financial and UVEST Financial Services are affiliated organizations.