Kerndt Brothers Bank Investment Center offers financial consultation and planning services to individuals and couples. Our investment officers can help you identify good investments and goals for your future as well as life and health coverage for the long or short term. Contact us today to make an appointment.
Securities, Investment & Trading
- Stocks
- Bonds - Municipal, Government, & Corporate
- CDs
- Unit Investment Trusts
- *Mutual Funds - Over 7,000 Funds Available
Insurance*
- Annuities - Fixed, Variable & Immediate
- Life Insurance - Term, Whole, & Universal
- Health, Long Term Care & Disability (for individual and groups)
- Variable Life Insurance
Retirement Accounts
- IRAs & Roth IRAs
- SEPs & SIMPLEs
- 401k Plans
- TSA 403(b) Plans
Financial Consulting & Investment Planning
- Defining Goals & Objectives
- Risk Tolerance
- Needs Analysis
- Portfolio Analysis, Valuation and Review
- College Funding (UGMA / UTMA / 529 Plans / ESA)
Securities and investment advisory services offered through Osaic Wealth, Inc. Member FINRA and SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Kerndt Brothers Savings Bank and Kerndt Brothers Savings Bank Wealth Management are not affiliated with Osaic Wealth, Inc. Securities are Not FDIC Insured – No Bank Guarantees – May Lose Value – Not insured by any government agency.
Osaic Wealth, Inc. Form CRS https://advgrp.co/FormCRS-SAI
Variable Annuities and Mutual Funds are sold by prospectus only, which includes complete information on charges, expenses and risk factors. You should always consult competent tax advisors regarding the tax implications of this product, or any use of this product in you particular situation.
Check the background of this investment professional on FINRA's BrokerCheck: http://brokercheck.finra.org