Brokerage Services
- Mutual Funds
- Individual Stocks
- Government, Corporate & Municipal Bonds
- 401(k) & 403(b) reviews and consultations
- Investment Check-ups
- Fee based products
Insurance Services
- Term & Whole Life Policies
- Universal Life Policies
- Long Term Care Insurance Products
- Wealth Transfer Products
- Business Buy/Sell Funding
Education Planning
- 529 College Savings Plans
- Custodial Accounts (UTMAs & UGMAs)
Retirement Planning
- Accumulating retirement assets
- Traditional & Roth IRAs
- SEP & Simple IRAs
- 401(k) & Rollover Solutions
Annuities
- Fixed Rate
- Variable
- Indexed
About our Investment Department
Charter Bank makes these services available through Cetera Investment Services, LLC. Please contact our Investment Adviser Representative for more information regarding these, and other services.
Kent Martinson, Investment Advisor Representative
715-831-2193 • 800-471-4510
Charter Investment Services
1010 W. Clairemont Ave.
Eau Claire, WI 54701
Securities and insurance products are offered through Cetera Investment Services LLC, member SIPC/FINRA. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: * Not FDIC/NCUSIF insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives.
View Cetera Investment Services privacy policy and other important information.
Check the background of our investment professional on FINRA's BrokerCheck.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
