Brokerage Services

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

Kim klein

FOUR POINTS ADMINISTRATIVE ASSISTANT
 

lisa walsh

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