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INVESTMENT SERVICES

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Wealth planning for all

  1. Personalized guidance to help guide financial decisions
  2. Explore ways to diversify and seek growth
  3. Convenience with a secure online trade resource

Investments

Personalized Guidance makes
all the difference*

Set financial goals and develop your roadmap

Our Wealth Advisors are here to help you navigate the ins and outs of investments while prioritizing your goals and future.

  • Financial planning
  • Wealth management
  • Retirement planning

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*Investing & Retirement Planning Disclosure

Who is Cetera? Cetera Investment Services, LLC is an experienced brokerage firm, providing services and products to the customers of nearly 500 financial institutions. Cetera Investment Services is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC). They offer a broad range of investment and insurance products, including: Mutual Funds, Stocks and Bonds, Unit Investment Trusts, Tax-Deferred Fixed and Variable Annuities, Life and Long-Term Care Insurance.

Lighthouse Wealth Advisors is a marketing name of Cetera Investment Services. Securities and insurance offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.

Important Information and Form CRS

Business Continuity Plan

This site is published for residents of the United States only. Financial Professionals 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 www.ceterainvestmentservices.com.

Cetera is not affiliated with the financial institution where investment services are offered. Individuals affiliated with Cetera firms 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.

400 First Street South, Suite 300, St. Cloud, MN 56301 – (320) 656-4300

Investments: • Are not FDIC/NCUSIF insured • May lose value • Are not financial institution guaranteed • Are not a deposit • Are not insured by any federal government agency

For a comprehensive review of your personal situation, always consult your tax and/or legal advisor. Neither Cetera Investment Services LLC nor any of its affiliates offer tax or legal service.