For life’s big decisions, it makes sense to work with an experienced investment professional like Steve Roesner. From retirement services and education funding to wealth management, let us make it easy for you.

B E N E F I T S :

EXPERIENCE: Together, they have over 40 years of investment experience to help you with any investment need.

SERVICE: We take pride in responsiveness and being easy to work with. Investments can be complex, so you need someone who can tell you what you need to know.

CONVENIENCE: Get the comfort of having your investments at the same place as your bank accounts.

 

CONTACT US!
For Trust related inquiries, email Steve at:
stephenr@profinium.com

For Securities related inquiries, email Steve at
sroesner@fscadvisor.com

PHONE
507-235-7567

IN PERSON
Steve is in Fairmont most days, Truman on Wednesday mornings, and is available for appointments at any of our three locations.

SECURITIES

  • Mutual Funds
  • Stocks
  • Bonds
  • REITs

ANNUITIES

  • Fixed
  • Variable
  • Indexed

BUSINESS RETIREMENT PLANS

  • SEP
  • SIMPLE
  • 401(k) plans

INDIVIDUAL RETIREMENT PLANS

  • Traditional IRAs
  • Roth IRAs

 

 

Securities offered through FSC Securities,
a registered Broker/Dealer,
Member NASD & SIPC,
2300 Windy Ridge Parkway, Atlanta, GA 30339.
Not an affiliate of Profinium Financial.

-NOT FDIC INSURED
-NO BANK GUARANTEE
-MAY LOSE VALUE