Personal Investment Services

Kerndt Brothers Bank Investment Center offers financial consultation and planning services to individuals and couples. Our investment officers can help you identify good investments and goals for your future as well as life and health coverage for the long or short term. Contact our investment officers today to make an appointment.


Securities, Investment & Trading

  • Stocks
  • Bonds - Municipal, Government, & Corporate
  • CD's - FDIC Insured
  • Unit Investment Trusts
  • *Mutual Funds - Over 7,000 Funds Available

*Insurance

  • Annuities - Fixed, Variable & Immediate
  • Life Insurance - Term, Whole, & Universal
  • Health, Long Term Care & Disability (for individual and groups)
  • Variable Life Insurance

Retirement Accounts

  • IRAs & Roth IRAs
  • SEPs & SIMPLEs
  • 401k Plans
  • TSA 403(b) Plans

Financial Consulting & Investment Planning

  • Defining Goals & Objectives
  • Risk Tolerance
  • Needs Analysis
  • Portfolio Analysis, Valuation and Review
  • College Funding (UGMA / UTMA / 529 Plans / ESA)

Securities offered through IBA Securities, a division of Broker Dealer Financial Services Corp., Member FINRA and SIPC. Securities are not FDIC insured, not a bank deposit or product, may lose value, and are subject to investment risk including possible loss of principal.

Variable Annuities and Mutual Funds are sold by prospectus only, which includes complete information on charges, expenses and risk factors. You should always consult competent tax advisors regarding the tax implications of this product, or any use of this product in you particular situation.