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Wealth Planning

It’s more than just dollars, it’s about your commitment to your family values and shared dreams. We work with families to help build a plan for transferring wealth to the next generation, or through philanthropy of charitable giving.

Expert support through this process can be very beneficial in guiding families through communication to fulfill its goals for the future. We can help with that process.

Stocks, Bonds, Mutual Funds

As Investment experts, we have access to a variety of investment vehicles to help build your invested funds. Every option is not always a fit based on your goals. Trying to figure your portfolio out on your own is a risk. That’s why our Investment Representatives are ready to help you build a plan that meets your risk and growth initiatives.

Want to learn more? Our Investment professionals are here to help.

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Individual Approach

We want to support YOUR goals. Get in touch with us to see if you're on track. 

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Need Assistance?

We can help you get there.

Customer Service

Your Risk Level

We can help you rate it. And plan for it.

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Education Planning

It’s worthwhile to weigh the options.

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Securities offered through Securities America, Inc., Member FINRA/SIPC. Financial Planning and Advisory services offered through PFG Advisors, LLC. Trust and Estate services provided by PremierTrust, a subsidiary of Ladenburg Thalmann. United Prairie Financial Network, United Prairie Bank, Securities America Inc., and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice.

Click here for a copy of PFG Advisors' Relationship Summary (FORM CRS). 

Click here for a copy of Securities America, Inc's Relationship Summary (FORM CRS). 

Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing. 

Not a Deposit. Not FDIC Insured. Not Insured by Any Federal Government Agency. Not Guaranteed by the Bank. May Lose Value.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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