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Your Financial Ally
What's your definition of a successful financial future? Whether saving for an early retirement or launching a new business, building a dream home or funding a child's education — you want to achieve your goals. WNB Financial Advisors helps make it easier with an unwavering commitment to your financial success and a comprehensive offering of products and services.
Your Financial Institution
WNB Financial Advisors, WNB Financial, and your financial professional work as a team to provide you with comprehensive and convenient service — all conveniently located within the bank. It's a unique synergy that supports you with the financial strength of Cetera Investment Services LLC, a prominent national investment and insurance firm teamed with the comfort and security of a familiar face — someone you already know and trust.
Your Financial Professional
Take control of your future with personalized financial recommendations that make it easier to pursue your lifetime goals. We listen to you; and your financial professional is highly qualified to provide the tools and techniques necessary to help make your goals a reality.
Who We Are
Cetera Investment Services LLC is a registered Broker-Dealer and Licensed Insurance Agency. Cetera Investment Services LLC is a self clearing broker-dealer serving the clients of over 400 financial institutions nationwide. Utilizing Cetera, WNB Financial Advisors delivers innovative investment and insurance solutions, comprehensive support, and a flexible program structure, all at WNB Financial.
The benefits of working with a WNB Financial Advisors financial professional are plentiful. In addition to the insights and recommendations of a financial professional, you also gain access to an expansive assortment of investment and insurance solutions that can be customized to fit your needs. Knowledgeable financial professionals utilize the latest technology and resources to support the entire process – making it easier to pursue your financial goals.
A Wide Range of Products
- Brokered Certificates of Deposit (CDs)
- Mutual Funds
- Stocks and Bonds
- 529 College Savings Plans
- Traditional and Roth IRAs
- Employer-Sponsored Retirement Plans
- 401k Rollovers
- Long-Term Care Insurance
- Life Insurance
- Portfolio Review
- Financial Planning
- Wealth Management
- Education Funding
- Business Owner Solutions
- Insurance Solutions
- Estate Guidance*
- Asset Allocation
Comprehensive Support Services
- Quality and Timely Customer Service
- Consolidated Account Statements
- Convenient Order Execution
- Quick Confirmation Reports
- Automated Funds Transfer Between Accounts
- Dividend Reinvestment
- Cash Dividend Option
Our Experience Helps You
- Understand your financial goals and priorities
- Invest for a comfortable retirement
- Protect your family's future with life insurance
- Review your financial portfolio
- Utilize diversification and asset allocation techniques
- Provide for college expenses
- Minimize taxes through tax-advantaged investing*
- Fulfill your business needs
- Maintain your independence with long-term care insurance
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisors LLC. Neither firm is affiliated with the financial institution where investment services are offered.
- Not FDIC insured
- May go down in value
- Not financial institution guaranteed
- Not a deposit
- Not insured by any federal agency.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Advisor Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Advisor Representatives, who can offer both types of services.
WNB Financial Advisors, 204 Main St., Winona MN 507-454-8800.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com
* For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera, or any of its representatives may give legal or tax advice.