Meet Your Wealth Management Team
Susan McNamara of Farmers State Bank Wealth Management is an Investment Representative for clients in Central Wisconsin. Susan is also a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network, Member FINRA, a Registered Investment Adviser. She has 25+ years experience in the financial planning industry, will offer retirement planning, estate planning, stocks, bonds, mutual funds, annuities, and life insurance to individuals and businesses.
Susan is a 1987 graduate of Indiana University with a bachelor’s degree in Business. She has worked in the financial planning industry since 1991, first at William Blair & Company until 2003. In April 2003, Susan worked for Retirement Planners Int’l until she moved to Iola in November 2005.
You can contact Susan at 715.258.1383 or e-mail her at email@example.com for all your investment needs.
Tracie Oldenburg is a Personal Banker and Wealth Management Assistant. She joined the team in November of 2012. Prior to that she worked for Baylake Bank in Door County for 12 years.
Tracie is vital in scheduling appointments, completing paperwork, and managing the day-to-day operations of the Wealth Management Department.
You can contact Tracie at 715.258.1382 or e-mail her at firstname.lastname@example.org.
This communication is strictly for individuals residing in the State of Wisconsin, Illinois, Michigan, Minnesota, Florida, Arizona, Alabama, and Montana. No offer may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products or services.
Securities and Advisory Services offered through Commonwealth Financial Network. Member www.FINRA.org/www.SIPC.org. A Registered Investment Adviser. Not FDIC insured. No bank guarantee. May lose value. Fixed insurance products and services offered through Farmers State Bank Wealth Management or CES Insurance Agency.