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
- Insurance Products
- Individual Retirement Accounts
- Business Retirement Plans
- Retirement Planning
- Education Planning & 529 Plans
- Professional Asset Management
For more information, please contact: