First State Bank and Trust offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through on-site financial planning, comprehensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals. Financial Advisors, Nikki Mann and Heather Mariotti, at FSB Trust and Wealth Management are available at our Monticello and Bloomington locations to speak with you about your unique financial situation and goals.
You work hard for what you earn — make sure your savings and investments are preparing you for the future you want. A financial advisor can help you achieve your short and long-term financial goals as well as plan for unexpected events that could arise. Through an ongoing, collaborative relationship with a financial advisor, plus secure anytime-access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it.
Together, you and your financial advisor will evaluate your current financial situation. From there, your financial advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your financial advisor will help you prioritize what’s important today, while planning for a confident financial future.
Through Ameriprise Financial, you’ll have access to wide-ranging advice — from customized investment recommendations and asset allocation strategies, to comprehensive financial planning that covers key aspects of your financial life — to help you meet your goals. And, your financial advisor can provide access to an extensive suite of solutions to meet your specific needs, including investments, insurance and annuities, and much more.
As a longstanding leader in financial planning and advice, Ameriprise Financial helps clients navigate the present without losing sight of the future.
Ameriprise Financial has remained true to its vision of putting its clients’ interests first for more than 125 years. Ameriprise Financial and its subsidiaries serve more than 2 million individual, business and institutional clients, with more than $1 trillion in assets under management and administration.*
View the Ameriprise FINRA BrokerCheck listing.
*Company data, as of Q1 2022
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise, but has a revenue sharing relationship with Ameriprise, which creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2022 Ameriprise Financial, Inc. All rights reserved.
NO BANK GUARANTEE l NOT A DEPOSIT I NOT FDIC INSURED l NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY I MAY LOSE VALUE. Securities and Advisory Services offered through Ameriprise Financial Institutions Group (AFIG), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by AFIG under the name FSB Wealth Management are in no way affiliated with or offered by First State Bank, nor is First State Bank a registered broker/dealer. Customers working with FSB Wealth Management will be dealing solely through AFIG with respect to their investment, brokerage and securities transactions. AFIG does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Ameriprise Financial Institutions Group are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.