Investment and Brokerage Services

Save for a short-term goal. Fund your child’s future education. Plan for retirement.

An effective investment plan begins with you: Your family. Your goals and dreams. Your shortand long-term priorities. Your current financial situation. Your investment style. Your familiarity with investment terminology. We use this knowledge to create a customized plan that’s right for you and your needs. Through our alliance with UVEST Financial Services, the plan might include a range of investment products such as stocks, bonds, mutual funds, annuities, insurance or longterm care solutions. Our professional advice, common-sense approach and personal attention set us apart and ensure that you remain the focus. We continually revisit the plan with you to ensure it remains on the right track. If you have questions at any time, simply stop by, call or view your account online.

 
uvest

Our investment and brokerage services are
here when it matters. We provide competitive
solutions including:

  • Executive and employee benefits
  • Retirement planning

In conjunction with UVEST, our strategies
often consist of the following:

  • Stocks and bonds
  • Tax-deferred and tax-advantaged investments
  • Fixed and variable annuities
  • Mutual funds
  • 529 plans
  • Life insurance
  • Long-term care Insurance
  • Real Estate Investment Trusts (REITS)

Our professionals will listen to your needs
and help select the right investment strategy
for you and your family. Contact us today.


Valerie Mack
Financial Consultant
701.483.1962
valerie.mack@uvestmail.com

Chad S. Willer
Financial Consultant
701.355.5371
chad.willer@uvestmail.com

Matthew Skogen
Financial Consultant
701.355.2101
matthew.skogen@uvestmail.com


Securities provided by UVEST Financial Services, Member
FINRA/SIPC

Not FDIC Insured. Not Bank Guaranteed. May Lose Value.
Not Bank Deposits. Not Guaranteed by Any Government Agency.

UVEST is independent of Kirkwood Bank & Trust

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.