Wealth Management

What stage of life are you in...

               ...building wealth?
                         ...maintaining wealth?
                                   ...distributing wealth?

Are your assets and goals in alignment for your current stage of life?

Our investment representatives are here to listen to your concerns, understand your goals, and help you design the best financial strategy for your situation.  We give you personal service and honest advice combined with the full range of investment products and wealth management tools available through Securities America.


Mutual Funds

Stocks & Bonds

Annuities

IRAs and ROTH IRAs

Business Retirement Plans

College Savings Plans

 

For more information, please visit www.bruninginvestmentservices.com

Bruning State Bank Wealth Management

104 E Main St                               Phone: 402-353-2555
PO Box 100                               Toll Free: 800-403-5889
Bruning, NE 68322-0100                     Fax: 402-353-2275

 

This website is neither an offer to buy nor a solicitation to sell securities.

 Securities offered through Securities America, Inc.  Member FINRA/SIPC.
Jerry Catlett and David Frook, Registered Representatives.
Securities licensed in: AR, AZ, CA, CO, IA, IN, KS, MO, MT, NC, NE, NV, NY, OR, SD, TX, WI, WA. 

Advisory services offered through Securities America Advisors, Inc.
David Frook, Investment Advisor Representative.
David Frook is licensed to offer advisory services in: NE.

Bruning State Bank and Bruning State Bank Wealth Management are unaffiliated with Securities America.

NOT FDIC INSURED * NO BANK GUARANTEE * MAY LOSE VALUE

NOT A DEPOSIT * NOT INSURED BY ANY GOVERNMENT AGENCY

 

Bruning

PO Box 100 104 Main Street Bruning, NE 68322 (800) 403-5889

Hebron

PO Box 185 252 South 13th St Hebron, NE 68370 (800) 405-6167

Broken Bow

PO Box 545 803 South D Street Broken Bow, NE 68822 (877) 872-2757

Holdrege

PO Box 315 1215 Burlington Street Holdrege, NE 68949 (877) 995-3880

Kearney

PO Box 2407 620 East 25th St, Ste #2 Kearney, NE 68848 (308) 455-3072