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Federal Holiday

All First State Bank offices are closed on Wednesday, June 19, for the Juneteenth federal holiday. We will be open during normal business hours on Thursday, June 20, for your banking convenience. Locations & Hours

First State Wealth Management Investment & Wealth Advisory Services

What does “wealth” mean to you?

At First State Wealth Management, we like to think of wealth as having the financial resources—the financial freedom—to achieve your plans and dreams. Whether you’re working toward retirement, saving for your children’s education, or planning your next adventure, we’ll work with you to develop an investment plan aligned with your wealth goals.

Helping you plan your financial future with confidence

When you choose First State Wealth Management, you benefit from the professional service and advice of a financial advisor who understands your goals and can help you:

More information 

First State Wealth Management Team

As financial advisors, our role is to develop an investment plan aligned with your wealth goals.

Chad Backes, AIF®
Chad Backes, AIF® LPL Financial Advisor
Tiffany Wharton
Tiffany Wharton LPL Financial Advisor
Will display the staff management team

Contact a financial advisor

First State Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First State Bank and First State Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First State Wealth Management, and may also be employees of First State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First State Bank or First State Wealth Management. Securities and insurance offered through LPL or its affiliates are:


The LPL Financial registered representatives associated with this webpage may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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