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Wealth Planning

Our Goal: Generate and Protect Your Wealth & Legacy.

With us you have a dedicated team of professionals and financial advisors who will take the time to understand you, your situation and your goals. We advocate a holistic approach to your financial planning and provide the tools and resources needed to achieve your goals.
 
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Meet Your Wealth Planning Team


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Stephen Roesner
Wealth Management Advisor
Registered Representative
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Jessica Salic
Wealth Management Advisor
 
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Patrice Mattison
Administrative Assistant
 
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Morgan Garry
Administrative Assistant
 









Our Approach

Our professionals first seek to discover, then understand the goals and aspirations that are important to you.
Keeping your goals in mind, we analyze your current situation and pinpoint areas that may need adjustment.
After careful thought, we offer personalized plans of action that support your goals while managing risks.
Upon approval, we carefully implement the individualized solutions, gathering data for future performance assessment.
Periodically we assess the effectiveness of our actualized plans, course-correcting as needed to best meet your desired outcomes.
Check the background of this investment professional on FINRA’s BrokerCheck
Located at: 105 Lake Ave. Fairmont, MN 56031, 507-235-5538
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Click here to view Cetera Investment Services Important Information and Business Continuity Plan.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com