Welcome to CBM Investment Services

Your future…it’s about planning…and using the right tools. At Citizens Investment Services, our trained experienced professionals and those of LPL Financial will work with you to define your personal and investment goals. Whatever your age or personal situation, we’ll work with you to select the financial tools that will help you pursue your goals - based on your individual needs - from a wide variety of financial products. Contact us today at 262-363-6571 or stop by our office located at 301 North Rochester Street in Mukwonago to discover what a combination of experience and the right financial tools can mean to you. Expand (+) | Minimize (–)

Our Services...

Our Services... - Minimize (–)

  • Retirement Planning – Our financial advisors can assist you in determining your retirement objectives. Taking into account your lifestyle, health, taxes and inflation, the planner can determine how much, if any, additional money you’ll need to save through personal investments to supplement that portion of your monthly income not provided by Social Security and your pension. Keep on track by scheduling regular consultations with a Citizens Investment Services professional. Our consultations are complimentary and without obligation.
  • Investment Strategies – Using the experience and training of the Citizens Investment Services and LPL Financial professionals, you will be able to select the investment products to help you pursue your needs – both now and in the future.
  • Goal Planning – Our financial advisors will assess your financial goals and help you take the first steps toward putting your financial house in order.
  • College Planning – It’s never too early to start investing in your child’s future. We will help you review and develop a plan to help you invest towards your child’s education.
  • Insurance Planning – Help protect your family and your investments with insurance and annuity products.
  • Estate Planning – A tailored, well-prepared estate plan can accomplish several things:
    1. Direct the distribution of your estate after your death according to your wishes.
    2. Provide possible tax benefits.
    3. Ensure that your estate will have sufficient cash to pay any taxes the estate may owe.
    4. Avoid probate, if that’s recommended. Some estates can be tied up for years in court and their assets eaten away by taxes and legal fees.
    5. Minimize the emotional as well as financial burden on your estate’s beneficiaries.
  • Brokerage Service – We offer a full range of brokerage services to fulfill all of your financial needs.

Please call 262-363-6571 today to schedule a free, no-obligation consultation.

Please Note: Consider the objectives, risks, charges, and expenses before investing. This and other information about the investment is contained within the offering materials that can be obtained from a registered representative of Citizens Investment Services. Please read it carefully before investing or sending any money.

We Have The Tools To Build Your Future...

We Have The Tools To Build Your Future... - Minimize (–)

Building your wealth begins with the right tools. We offer:

  • Mutual funds
  • Stocks and bonds
  • Fixed and variable annuities
  • Tax advantaged investments
  • IRAs
  • Life insurance
  • Retirement funding
  • College and educational funding

Please call 262-363-6571 today to schedule a free, no-obligation consultation.

Please Note: Consider the objectives, risks, charges, and expenses before investing. This and other information about the investment is contained within the offering materials that can be obtained from a registered representative of Citizens Investment Services. Please read it carefully before investing or sending any money. There are many inherent risks in purchasing individual stocks as well as the possibility of realizing less than invested if any fixed income product is liquidated prior to maturity. Annuities and insurance products are not offered through LPL Financial Services. Please discuss the tax ramifications of funding IRA's or college savings plans with your tax attorney prior to investing.

Planning Representatives....

Planning Representatives.... - Minimize (–)

We have financial advisors on staff who are dedicated to helping you pursue your financial objectives. Please call today to schedule a free, no-obligation consultation at 262-363-6571. To find out more about our Financial Consultants, just click here for George Vranes, a 2013 Five Star Wealth Manager.

Financial Advisors of Citizens Investment Services are Registered Representatives with, and Securities, Advisory Services and Insurance Products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. Citizens Investment Services is not a registered broker/dealer. Investments are: Not FDIC insured, may lose value, are not bank guaranteed, and are not obligations of Citizens Investment Services. LPL Branch Office located at 301 N. Rochester Street, Mukwonago, WI. Investment Advisory Services offered through LPL Financial, a SEC Registered Investment Advisor.

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