Agency Accounts
This type of account is designed for people seeking investment advice from qualified professionals while still desiring to participate in their investment decisions.
As an agent for your portfolio, Waukesha State Bank will manage your assets, collect dividends and interest payments, make distributions, regulate bill paying, maintain accurate record keeping, and provide statements.
Our qualified investment advisors can provide on-going portfolio management and oversight. Should you choose to direct the investments in your portfolio, we offer you the flexibility to do so.
By utilizing our services, you have the freedom to determine your level of financial assistance.Enjoy Life… Leave the details to us!
Call (262) 522-7400 to talk with a Wealth Management Representative today!
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Not FDIC Insured |
Not Guaranteed By The Bank |
Not A Deposit |
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May Go Down In Value |
Not Insured By Any Federal Government Agency |
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