At F&M Bank & Trust we provide investment services through our broker dealer, LPL Financial (LPL). We serve Burlington, IA and surrounding areas, and are licensed and registered in several other states.
Services
- Complimentary Portfolio Review
- Complimentary Life Insurance Review
- Online Brokerage
- Retirement Planning and Rollovers
- Business Planning
- Business Succession
- Business Retirement
- Business Insurance
- Estate Planning
- Financial Planning
- Educational Planning
Products
- Stocks
- Bonds
- Mutual Funds
- Traditional IRA
- Roth IRA
- Savings Incentive Match Plan for Employees
- 529 Plans
- Insurance Services
- Long-Term Care Insurance
For Brokerage Services contact:
Mike schwenker, CLU, CHFC
program manager / financial consultant
FOUR POINTS ADMINISTRATIVE ASSISTANT
REGISTERED REPRESENTATIVE
|
|
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. F&M Bank& Trust and Four Points Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Four Points Financial and may also be employees of F&M Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, F&M Bank & Trust and Four Points Financial.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value