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Wealth Management

At Pioneer Bank, it is very important to us that our customers meet their financial goals and that we offer you the professional attention you deserve. To ensure this, we are affiliated with a locally based financial services provider, Minnesota Financial Services, and have access to a representative at our North Mankato location.

Minnesota Financial Services is a comprehensive financial services firm, committed to helping clients improve their long term financial success. They offer a wide range of quality financial products and the advice and expertise of some of the best financial professionals in the industry.

Headquartered in Mankato, Minnesota, Minnesota Financial Services is firmly committed to providing you with:

  • Expertise—A team of knowledgeable professionals and support staff work together to help maximize the resources required to provide you with quality strategies to help you pursue your financial needs.
  • Unique Strategies and quality products—Minnesota Financial Services uses a unique, one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies to your needs.
  • Exceptional Service—"Service that excels" is their trademark. Minnesota Financial Services provides consistent, responsive service that's underscored by the dedication of their staff and their commitment to provide strategies that reflect the best interests of their clients.

Minnesota Financial Services offers a wide range of quality insurance and investment products. Their financial advisors and registered representatives work with you to help create financial solutions tailored to your individual needs and spend the necessary time to thoroughly understand each client´s financial situation. Then they focus on helping clients define their current situations and develop specific, achievable goals. Minnesota Financial Services is committed to helping you develop long-range strategies with the goal of financial success in the following areas:

Services for Individuals, Families & Businesses

  • Financial Strategies (Individuals, Families & Businesses)
  • Key Employee Insurance
  • Business Succession Strategies
  • Charitable Giving Strategies
  • Deferred Compensation Strategies
  • Employee Benefit Planning
  • Estate Planning
  • Executive Bonus Strategies
  • College Funding Strategies
  • Retirement Solutions
  • Pension Plans for Businesses
  • Education Group Seminars

Products for Individuals, Families & Businesses

  • Asset Management Programs
  • Mutual Funds
  • Individual Stocks and Bonds
  • Individual and Group Life Insurance
  • Individual and Group Disability Program
  • Individual and Group Long Term Care
  • Individual and Group Health Insurance Plans
  • Individual and Group Annuity Plans
  • Individual and Group Pension Plans
  • Products and services offered through Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Securian Financial Services, Inc., A Registered Investment Advisor.

Minnesota Financial Services is independently owned and operated.

Investment type products 1) are not insured by the FDIC, 2) are not deposits or guaranteed by our Bank, 3) are subject to risk including the loss of principal, 4) not a condition of any bank, and 5) No guarantee of Insurance Underwriter Performance.

To set up a complimentary no-obligation appointment, contact a Minnesota Financial Services representative at our North Mankato Pioneer Bank location:

1735 Commerce Drive
North Mankato, MN 56003
507-625-3268

Check the background of this investment professional FINRA Broker Check
Check the background of this firm on FINRA Broker Check

Learn more about Minnesota Financial Services at www.minnesotafinancial.com

 

Minnesota Financial Services is independently owned and operated and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Minnesota Financial Services are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck. For information about which individuals associated with Minnesota Financial Services are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

Minnesota Financial Services, 124 East Walnut Street, Suite 340 Mankato, MN 56001 (507) 387-5638

Copyright 2012 Minnesota Financial Services, Securian Financial Network. All Rights Reserved.

Pioneer Bank does not offer any securities or investment advisory services. Securian Financial Services, Inc. and Minnesota Financial Services are not affiliated with Pioneer Bank.

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