Atchison, Easton, Effingham, Lansing and Leavenworth
May 20, 2012
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Investments

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Financial Planning Brokerage Services Portfolio Review

 

Exchange Investment Services provides access to the products and services of INVEST Financial Corporation. Exchange Investment Services representatives are available onsite at Exchange National Bank and Trust and are prepared to assist you with a broad selection of products available through INVEST including:

  • Portfolio Reviews
  • Traditional & Roth IRA
  • Mutual Funds
  • Fixed and Variable Annuities
  • Stocks
  • Bonds
  • 401(k) Rollovers
  • Business Retirement Accounts
  • Professionally Managed Accounts
  • Real Estate Investment Trusts
  • Life Insurance
  • Long Term Care Insurance

 

Your Full-Service Financial Center

The investment professionals with Exchange Investment Services are dedicated to helping you achieve your financial goals. Alan Wilke, Financial Advisor, and Dan Raplinger, Investment Representative, are dedicated to building a long-term relationship with you to provide the on-going guidance you need to help achieve both short and long-term goals.

Complimentary Portfolio Review

The first step is taking a look at your overall financial picture, and it’s FREE.

Call Today

To schedule a no-cost, no-obligation appointment
913-367-6000, 913-682-2265 or 800-763-5179

 

   

Alan L. Wilke
Registered Representative,
INVEST Financial Corporation
Email:
alan.wilke@investfinancial.com
600 Commercial St
Atchison KS 66002
630 Delaware
Leavenworth, KS 66048
401 Centre Drive,
Lansing, KS 66043

Dan Raplinger
Registered Representative,
INVEST Financial Corporation
Email:
daniel.raplinger@investfinancial.com
600 Commercial St
Atchison KS 66002
630 Delaware
Leavenworth, KS 66048
401 Centre Drive,
Lansing, KS 66043

 

INVEST Privacy Policy Statement | Important Information

About INVEST Financial Corporation

INVEST Financial Corporation, member FINRA, SIPC, is one of the nation’s leading providers of insurance and securities products and services through financial institutions. Since 1982, INVEST has been providing clients with convenient access to a full array of investment products and services through independent advisers and financial institutions across the country.

INVEST Financial Corporation (INVEST), member FINRA, SIPC,a registered broker dealer and registered investment advisor, is not affiliated with Exchange Investment Services or Exchange National Bank and Trust. Securities, advisory services and insurance products offered through INVEST and affiliated insurance agencies are:

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

 

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

  1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a). satisfy the qualification requirements of, and are approved to do business by, the state; or (b). are excluded or exempted from the state’s licensure requirements.

  2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a). effecting, or attempting to effect, transactions in securities; or (b). rendering personalized investment advice for compensation.