Investments, Wealth Management, Retirement Planning & More
Working with Cetera Investment Services, we offer investment services and products for every stage of life and all financial circumstances.
Our dedication is firmly rooted in our goal to provide high-quality financial planning services in an atmosphere that allows us to get to know you better — your family, your business, your financial goals and your investment needs.
Through PyraMax Bank’s relationship with Cetera Investment Services, our clients have access to a wide array of financial planning and wealth management strategies, including:
Individual stocks and bonds
Variable and fixed annuities
Pension and IRA rollover services
Investment portfolio analysis
Business retirement accounts
Business succession planning
Check the background of this investment professional on FINRA’s
7001 W. Edgerton Avenue
Greenfield, WI 53220 414-421-8200
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.
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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