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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Contact

Iron Mountain Office

233 South Stephenson Ave. 
Iron Mountain , MI 49801

P: (906) 776-2953

Get Directions

Menominee Office

3805 10th Street 
Menominee , MI 49858

P: (906) 776-2953

Get Directions

 

Iron River Office

901 Riverside Plaza 
Iron River , MI 49935

P: (906) 776-2953

Get Directions

Locations

Iron Mountain

233 South Stephenson Avenue
Iron Mountain, MI  49801

Menominee

3805 10th Street
Menominee, MI  49858

 

Iron River

901 Riverside Plaza
Iron River, MI  49935


  Tel: (906) 776-2953

Quick Message

Location Preference

Your Bank(First National Bank & Trust) provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. 

 

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html  for more detailed information.

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First National Bank & Trust and First National Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First National Wealth Management, and may also be employees of First National Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First National Bank & Trust or First National Wealth Management. Securities and insurance offered through LPL or its affiliates are:  

Not insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, IL, MD, MI, MN, NJ, NY, PA, WI.

 

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