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Achieving Success by Working Together

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

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Weekly Market Commentary

Contact our department at: 877-879-7780 or use the Quick Message Webform

Home
About
- About Us
- Our Team
Our Services
Resources
- Weekly Market Commentary
- Newsletters
Blog
Contact

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

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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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