LPL Financial Advisor
Chad has been in the financial services industry since 1999. He is a lifelong resident of Northeastern Wisconsin and is a graduate of Lakeland College with Bachelors degrees in Business Administration and Marketing. Chad joined First State Investment Center as a Financial Advisor in 2007. He is Series 4, 7, 24, 63 and 66 registered with LPL Fiancial and also is life and health insurance licensed. Chad and his wife have two sons. In his free time Chad enjoys spending time with family and friends. He also likes many sports including basketball, golf, fishing and watching football, baseball and college basketball.
Investment Services Assistant
Jaci joined the First State Investment Center in May 2013 and has over six years' experience in the financial services industry. Born and raised in Shiocton, Jaci and her husband have two children. She volunteers with a number of community organizations and is very involved in family activities. She also enjoys sports and the outdoors.
Securities and Advisory Services offered through LPL Financial, A registered Investment advisor. The investment products sold through LPL Financial are not insured First State Bank deposits and are not FDIC insured. These products are not obligations of the First State Bank and are
not endorsed, recommended or guaranteed by First State Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
IMPORTANT CONSUMER INFORMATION:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representative and the BD or IA they represent
(a) satisfy the qualification requirements of, and are approved to do business by, the state; or
(b) are excluded or exempted from the state's licensure requirements.
2. Representative of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve
(a) effecting, or attempting to effect, transactions in securities; or
(b) rendering personalized investment advice for compensation.
3. We are registered to offer securities in the following states: AZ, FL, IL, MN, WA, and WI.
|NOT INSURED BY FDIC OR ANY FEDERAL AGENCY||MAY LOSE VALUE||NO BANK GUARANTEE|