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.
Stephen Roesner, Profinium's 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
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.