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
 
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
 

F&M Bank & Trust (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS