The First
National Bank in Carlyle has teamed up with Kurt A. Strullmyer, Investment
Advisor Representative and Woodbury Financial Services.
Our goal with this relationship is to provide you with value added
financial services. Together
we strive to establish trusting relationships with individuals, families and
businesses to help them set and achieve their financial goals.
Kurt will start by listening to your concerns and help
identify alternative solutions. The end result is a strategy that works for
you specifically. As an Investment Advisor Representative, Kurt is able to
provide the following products and services:
- Brokerage Services (stocks, bonds, mutual funds,
etc.)
- Financial Needs Analysis
-
Annuities
- Life & Disability Insurance
- Long Term Care Insurance
- Individual and Group Health Insurance
- Education Savings Plans
- Business Succession Planning
- Executive and Employee Benefit Plans
- Estate Planning
- College Planning
We are excited about this relationship and the
opportunity to work together to make a difference in the lives of the
individuals who we support and who also support us. Taking steps to plan for
tomorrow creates a win - win for everyone!
Kurt
Strullmyer, Investment Advisor Representative
Located at The First National Bank in Carlyle
891 Fairfax St.
Carlyle, IL 62231
(618)594-2491, ext. 130
(217)663-0525 - cell
kstrullmyer@woodburyfinancial.net
For an
appointment with Kurt,
contact us
today.
Securities and investment advisory services offered
through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered
Investment Advisor. First
National Bank in Carlyle is not a broker/dealer, nor is it affiliated with
Woodbury Financial Services. Insurance
products and securities are not FDIC insured, have no bank guarantee and may
lose value.
IMPORTANT CONSUMER INFORMATION: Kurt Strullmyer may only
transact business in a particular state after licensure or satisfying
qualifications requirements of that state, or only if they are excluded or
exempted from the state's registration requirements. Follow-up,
individualized responses to consumers in a particular state by Kurt
Strullmyer that involve either effecting or attempting to effect
transactions in securities or the rendering of personalized investment
advice for compensation, as the case may be, shall not be made without first
complying with the state's requirements, or pursuant to an applicable state
exemption or exclusion. For information concerning the licensure status or
disciplinary history of Kurt Strullmyer, or any financial institution he
represents, contact your state securities law administrator.
