Baylake Wealth Services

Baylake Bank. Helping Build the Good Life. Home. New. Personal Services. Business Services. Investments.

At Baylake Wealth Services, we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs. Through our partnership with UVEST Financial Services, our clients have access to a wide array of financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. UVEST is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker / dealer and a FINRA member firm. To view your account online click here.
Products & Services
Stocks & Bonds Tax Advantaged Investments Mutual Funds Annuities Insurance Products	Individual Retirement Accounts Business Retirement Plans Retirement Planning Education Planning & 529 Plans Professional Asset Management

*Securities and insurance products are offered by and financial consultants are registered with UVEST Financial Services and its affiliates, Member FINRA / SIPC. UVEST Financial Services and Baylake Wealth Services are independent entities. Investment advisory services offered by UVEST Financial Services, a SEC registered investment advisor.

May Lose Value	Not FDIC Insured	Not Bank Guaranteed
Not a Bank Deposit		Not Guaranteed by any Government Agency

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered 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.

Kay Anderson
(715) 256-9610
ext. 4260
1-800-267-3610

Ryan M. Freitag
(920) 430-9800
ext. 3604
1-800-580-4440

Pam Schott, MBA
(920) 431-3609
1-800-580-4440

Brian R. Hartl CMFC, CRPC
(920) 743-5551
ext. 1066
1-800-267-3610

Pamela J. Lent
(920) 743-5551
ext. 1065
1-800-267-3610

Green Bay Area
1-800-580-4440

Door County
1-800-267-3610

Kewaunee Area
1-800-267-3610

Central Wisconsin
1-800-267-3610