Brokerage Services

At F&M Bank & Trust we provide investment services through our broker dealer, Sorrento Pacific Financial, LLC. 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
319-758-6164
 

KAREN COTTRELL

FOUR POINTS ADMINISTRATIVE ASSISTANT
319-768-6121

Four Points Financial is the marketing name for investment services provided at Farmers & Merchants Bank & Trust. (F&M Bank & Trust) Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer FINRA/SIPC and SEC Registered Investment Advisor. Products offered through SPF are not FDIC or otherwise federally insured, are not guarantees or obligations of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. F&M Bank & Trust has contracted with SPF to make non-deposit investment products and services available to bank customers. NOT-FDIC-INSURED NO BANK GUARANTEE MAY GO DOWN IN VALUE NOT A DEPOSIT NOT INSURED BY ANY GOVERNMENT AGENCY