Investments can be complex, so you need someone you can trust to guide you along — a responsive professional whose priority is getting to know you in order to customize a plan that meets your specific needs. For life's big decisions, it makes sense to work with experienced investment professionals.
Stephen Roesner, Profinium's amazing investment advisor, has many years of experience in the industry and has helped hundreds of customers with their investment needs. Stephen is available to serve the Fairmont (105 Lake Ave., PO Box 848, Fairmont, MN 56031) and Truman locations, with a wide variety of investment services:
- Mutual Funds
Business Retirement Plans
- 401(k) plans
Individual Retirement Plans
- Traditional IRAs
- Roth IRAs
- Life Insurance
- Long-term care insurance
Estate & Financial Planning
For securities-related inquiries, you may email Stephen.
If you prefer to reach us by phone, please call Stephen at 507-235-7567. Of course, he will be glad to take care of your needs in person. Stephen is in Fairmont most days, and in Truman on Wednesday mornings. Come see him for all your financial needs!
Securities, insurance products and advisory services offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is under separate ownership from any other named entity.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided.
For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice.