Baylake Investment Services


Baylake Investment Services

At Baylake Investment Services, we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.

Through our alliance with LPL Financial, our clients have access to a wide array of financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker / dealer and a FINRA member firm.

 

Brian R. Hartl
Brian R. Hartl, CMFC, CRPC
Vice President
LPL Financial Advisor

Located at Baylake Bank
217 N. 4th Avenue
Sturgeon Bay, WI 54235
(920) 743-5551 ext. 1066
(800) 267-3610
Fax (920) 746-3984

 

Darrick E. Munsch
Darrick E. Munsch
Assistant Vice President
LPL Financial Advisor

Located at Baylake Bank
301 N. Adams St. Ste 110
Green Bay, WI 54301
(920) 431-3609
(800) 580-4440
Fax (920) 430-9801

Alison Walker
Alison Walker, AAMS
Vice President
LPL Financial Advisor

Located at Baylake Bank
2438 S. Bay Shore Drive
Sister Bay, WI 54234
(920) 854-2326 ext. 1715
(800) 267-3610
Fax (920) 854-5912

Amy Van Bramer
Amy Van Bramer
LPL Registered Sales Assistant

Located at Baylake Bank
217 N. 4th Avenue
Sturgeon Bay, WI 54235
(920) 746-3972 ext. 1063
(800) 267-3610
Fax (920) 746-3984

 

Roxanna Bruss
Roxanna Bruss
LPL Registered Sales Assistant

Located at Baylake Bank
301 N. Adams St. Ste 110
Green Bay, WI 54301
(920) 430-9800 ext. 3632
(800) 580-4440
Fax (920) 430-9801

 



 

Products and Services

• Stocks & Bonds
• Tax Advantaged Investments
• Mutual Funds
• Annuities
• Insurance Products
• Individual Retirement Accounts
• Business Retirement Plans
• Retirement Planning
• Education Planning & 529 Plans
• Professional Asset Management


 

 


Contact us for a no-cost, no-obligation financial consultation.
 


Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates. Baylake Bank and Baylake Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.  The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the state of Wisconsin.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not a Bank Deposit Not Insured by Any Federal Government Agency

Baylake Bank | 217 N. 4th Avenue,  Sturgeon Bay, WI 54235
(920) 743-5551 or (800) 267-3610
Copyright © 1997-2015 Baylake Bank.  All rights reserved.