Wealth Management & Investment Services
Our dedicated Wealth Management team is ready to provide you with the unequaled service that Dakota Community Bank & Trust is known for. Through our trust services, we help our clients build and maintain wealth. Whether you are just beginning to accumulate wealth or already have significant assets, our wealth management and trust professionals offer a complete array of customizable services to fit your needs.
We provide a full range of financial services to meet client needs including but not limited to:
Financial services available:
- Professional investment service and investment management
- Oil, mineral right, real estate and other non-market asset management
- Bill paying
- Custody and safekeeping of assets
- Principal and income accounting
- Regular and discretionary distributions
- Collection and reinvestment of income
- Trust tax record-keeping and preparation
- Consolidated statement of accounts
- Long-term care planning
- Estate planning
- Retirement planning
- 401(k) and profit sharing accounts
- Regularly scheduled reviews
Furthermore, we also aim to help families with important financial issues such as:
- Family trusts
- Estate planning
- Inheritance
- Charitable giving
- Taxes
- Incapacity
- Special needs trust guidelines
- Financial control of family assets
- Financial planning
Please contact one of our professional team members today. See how we can best serve you and take you to the next level in investment services.
Securities and advisory services are offered through Principal Securities, Inc., member SIPC, a registered investment adviser and broker-dealer registered with the U.S. Securities and Exchange Commission.
Products offered by Principal Securities®, Are not deposits, Are not insured by the FDIC or any federal government agency, Are not guaranteed by Dakota Community Bank & Trust, May go down in value, Involve investment Risk. Dakota Community Bank & Trust and Dakota Community Investments is not registered as a broker-dealer or investment advisor. Jason Stahl, Grayden Stone, and Tanner Steffan, Principal Securities Registered Representative and Financial Advisor. Principal Securities Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. This endorsement is provided by Dakota Community Bank & Trust (“Promoter”), who is not a current client or investor of Principal Securities, Inc. (“Investment Adviser”). Promoter receives up to 82% of gross compensation in return for their endorsement if you become a client of Investment Adviser. Promoter’s receipt of cash compensation creates an incentive for Promoter to refer you to Principal Securities rather than to other investment advisers with which it does not have similar referral agreements, resulting in a conflict of interest for Promoter. Dakota Community Bank & Trust and Dakota Community Investments is not an affiliate of Principal Securities, Inc.
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