WBT Investment Services is not only concerned about your finances today, but also your financial well-being in the future. This is why we have a team of financial management professionals who provide our customers with financial guidance based on careful investment research, focused on your financial goals.
The future is a work in progress, but great things usually happen to those who have and follow a solid plan. The mission of WBT Investment Services is to help make your financial goals reality. Your personal representative will work closely with you to define your financial goals, craft an investment strategy, and implement it while continually consulting you and monitoring your investments.
The broad spectrum of financial products to which WBT Investment Services has access, makes it possible to customize an investment program that fits your unique needs:
- Mutual Funds
- Individual Retirement Accounts (IRAs)
- Life Insurance
- Education Savings
- Money Markets, Treasury Bills, UITs, and Bonds
For answers to specific questions or concerns, contact our financial consultant or call at 1.608.328.4011 or 1.888.948.4100.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates. Wisconsin Bank & Trust and WBT Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
|Not FDIC Insured||No Bank Guarantee||May Lose Value|
|Not a Deposit||Not Insured by any Federal Government Agency|
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.