Your Investment Executive is Your Partner
They are someone who understands your situation and helps you reach your goals with knowledgeable experience and sound financial planning. And standing behind each decision is a vast pool of expertise. Your Investment Executive draws upon a team of partners and a network of specialists in order to bring you everything you need.
To meet with one of our executives, you may contact them as listed below:
Licensed Sales Assistant
Office: (605) 335-5136
Fax: (605) 335-5170
Securities, insurance products and advisory services offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is under separate ownership from any other named entity. http://www.finra.org/index.htm
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided.
For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice.