Baylake Investment Services

Products and 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


YEAR-END STRATEGIES TO PURSUE
FINANCIAL SUCCESS

Year-end is a great time to reflect on what has happened, and look to the year ahead—financially as well as personally. You should capitalize on events that occurred over the year and put your finances on firm footing for next year.

We can make sure your investment plan is up-to-date and that you are on track toward your goals.

Call today for more information or to schedule a consultation. 1-800-267-3610

Brian R. Hartl, Darrick E. Munsch


Brian R. Hartl, CMFC, CRPC
Vice President
LPL Financial Advisor

Located at Baylake Bank
217 N. 4th Avenue
Sturgeon Bay, WI 54235
(920) 743-5551 ext. 1066
(800) 267-3610
Fax (920) 746-3984

 


Darrick E. Munsch
Assistant Vice President
LPL Financial Advisor

Located at Baylake Bank
301 N. Adams St. Ste 110
Green Bay, WI 54301
(920) 431-3609
(800) 580-4440
Fax (920) 430-9801

 


Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates. Baylake Bank and Baylake Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.  The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the state of Wisconsin.

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

Baylake Bank | 217 N. 4th Avenue,  Sturgeon Bay, WI 54235
(920) 743-5551 or (800) 267-3610
Copyright © 1997-2013 Baylake Bank.  All rights reserved.