Investments

Investment Services

Investment Center Located at Horicon Bank

 

Invest where you bank!

Horicon Bank is pleased to offer customers the convenience of a full-service financial institution by offering investment options at The Investment Center located at Horicon Bank.  There is no charge or obligation for a consultation, and our Investment Representative, Jim Derivan, is a registered LPL Financial Advisor and can meet you at any Horicon Bank location.

About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*.  For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.  A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.  With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as: Enabling technology; Comprehensive clearing and compliance services; Practice management programs and training; Independent research.  LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security.  Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.  Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.  They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals.  For more information about LPL Financial, visit www.lpl.com.

*As reported in Financial Planning Magazine, 1996 - 2012, based on total revenue.

About Jim Derivan

Jim Derivan grew up in Fox Lake, Wisconsin and has lived in the Dodge County area nearly his entire life.  Jim graduated from UW-Whitewater with a degree in Business and Marketing. Prior to joining LPL Financial as a Financial Representative, he served as an Investment Representative for another major investment firm.  Jim can be reached directly at 920.885.8105. 

 

Visit Jim Derivan's broker dealer website provided by LPL Financial.  The Investment page you are about to access is not controlled by Horicon Bank and the link will take you off of our site.  A new browser window will open with the Investment information.  Once you are ready to come back to our site just close the new browser window and you will return to this page.

 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Wisconsin and Nevada.

 

Securities offered through LPL Financial, Member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  Horicon Bank is not a registered broker/dealer and is not affiliated with LPL Financial.

 

 

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