Investment Services

At Baylake Investment 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 alliance with LPL Financial, 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. LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country. It is a registered broker / dealer and a FINRA member firm. 

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

For more information, please contact:

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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

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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

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Alison Walker, AAMS

Vice President

LPL Financial Advisor

Located at Baylake Bank
2438 S. Bay Shore Drive
Sister Bay, WI 54234
(920) 854-2326 ext. 1715
(800) 267-3610
Fax (920) 854-5912

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Roxanna Bruss

Assistant

LPL Registered Sales

Located at Baylake Bank
301 N. Adams St. Ste 110
Green Bay, WI 54301
(920) 430-9800 ext. 3632
(800) 580-4440
Fax (920) 430-9801

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Amy Van Bramer

Assistant

LPL Registered Sales

Located at Baylake Bank
217 N. 4th Avenue
Sturgeon Bay, WI 54235
(920) 746-3972 ext. 1063
(800) 267-3610
Fax (920) 746-3984

Contact us for a no-cost, no-obligation financial consultation. 

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