Investments Team

Meet the financial advisors qualified to tailor your financial planning to your needs and goals.

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Institution Plain English Disclosure

We look forward to working with you.

Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. First State Bank of St. Charles and First State Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First State Wealth Advisors, and may also be employees of First State Bank of St. Charles. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of First State Bank of St. Charles or the First State Wealth Advisors. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: <AK, AL, AR, AZ, CA, CO, FL, IA, ID, IL, IN, KS, KY, LA, MD, ME, MN, MO, MS, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY> Securities and insurance offered through LPL or its affiliates are:

*Not Insured by FDIC or Any Other Government AgencyNot First State Bank of St. Charles GuaranteedNot First State Bank of St. Charles Deposits or ObligationsMay Lose Value
Non-deposit products: Are not FDIC insured; Are not deposits; May lose value.