Investment Services
Dakota Community Investments through offered through Principal Securities, Inc., is here to assist you in creating an effective financial plan. Setting investment goals means defining your dreams for the future. When you’re setting goals, it’s best to be as specific as possible. We can help you do that with our array of investment services. Our role is to help you ensure that your investment objectives are consistent with your financial concerns and your long-term aspirations.
We will work with you to create a prudent course to financial independence with a well conceived personalized financial plan with defined long-term goals. Before we offer specific advice, we must understand your needs, concerns and what you want to accomplish. Our North Dakota Financial Advisors look forward to serving your financial services now and in the years to come.
Financial planning services:
- Investment management
- 401(k) and profit sharing accounts
- Retirement planning
- Stocks, bonds, and mutual funds
- Individual stock portfolios
- Insurance and annuities
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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