Investment Services for Personal and Business Customers to Help Shape Their Future

What do you want to provide for yourself, your family, or your business?


At Citizens Investment Services, we take the time to get to know you in order to understand, and help you clearly define, your investment goals. No matter your age or situation, we will assist you through the planning process and develop investment strategies to help you work toward your future needs. Contact us today at 262-363-6571 or stop by our office located at 301 North Rochester Street in Mukwonago. We are also available to meet with you at any one of our branch locations.

Existing customers can sign in to the LPL Account View site to view their portfolio.


Our services

  • Financial Planning
  • Mutual Funds
  • Stocks and Bonds
  • Fixed and Variable Annuities
  • Tax-Advantaged Investments
  • IRA Rollovers
  • Life insurance
  • Retirement Plans
  • College and Educational Funding

The importance of an annual review

The continued pursuit of success requires an ongoing review of your financial situation and the strategies you have in place. We provide no obligation financial reviews as needed, providing an opportunity to continually access your strategies throughout the seasons of your life.


BrokerCheck BrokerCheck

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.

The investment products sold through LPL Financial are not insured Citizens Bank deposits and are not FDIC insured. These products are not obligations of Citizens Bank and are not endorsed, recommended or guaranteed by Citizens Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Citizens Bank and Citizens Investment Services are not registered broker-dealers nor are they affiliated with LPL Financial.

LPL Branch Office located at 301 N. Rochester Street, Mukwonago, WI.

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


Bond Market Perspectives

07/11/17 - Second Quarter Recap

06/27/17 - High Yield: The Return of Oil Sensitivity

06/20/17 - Midyear Outlook 2017: Careful Not To Overload

06/13/17 - Flattening Expectations

06/06/17 - Municipals On The Menu

05/30/17 - Balancing The Balance Sheets

05/23/17 - Yearning For Yield

05/16/17 - High Yield: Fundamental Support

05/09/17 - Puerto Rico Debt Restructuring

05/02/17 - Who Has It Right?

04/25/17 - Rate Hike Expectations On The Move

04/18/17 - Are Rates Still Heading Higher?

04/11/17 - Mortgage-Backed Securities After The Fed

04/04/17 - Q1 Recap: Starting Strong

03/28/17 - Municipal Bonds: A Diversification Opportunity

03/21/17 - Bank Loans Check In

03/14/17 - Finally, Higher Yields In Shorter Maturities

03/07/17 - Fedspeak Flattener

02/28/17 - Emerging Markets Debt: A Delicate Balance

02/21/17 - Taking The Temperature Of Tips

02/14/17 - Happy Anniversary High Yield & Oil

02/07/17 - MBS: High-Quality Middle Ground

01/31/17 - Understanding Bond Benchmarks

01/24/17 - High-Yield Municipals: Does Risk Outweigh Reward?

01/17/17 - Municipals Break Losing Streak

01/10/17 - Technical Factors

01/03/17 - 2017 Fixed Income Outlook: Despite Liftoffs, Expect Muted Bond Returns

12/20/16 - 2016 Hits And Misses: Fixed Income Edition

12/13/16 - IG Corporate Bonds - Now What?

12/06/16 - Municipal Bonds: Is The Pain Over?

11/29/16 - Interest Rate Risk

11/22/16 - What Has Changed From A Year Ago?

11/15/16 - More Than Just A Trump Taper?

11/08/16 - Turning Point For Munis?

11/01/16 - Bonds To Fed: Ready, Set, Hike

10/25/16 - Tips For Stagflation?

10/18/16 - High-Yield: Cautiously Optimistic

10/11/16 - Money Market Reform: Impact On Investors

10/04/16 - Fourth Quarter Review: Déjà-Vu?

09/27/16 - MBS Update

09/20/16 - Municipal Supply Surge

09/13/16 - Tantrum Brewing?

09/06/16 - August Recap

08/30/16 - A Deeper Look At The Rise In Libor

08/23/16 - Is Foreign Demand Fading?

08/16/16 - The Price Of Safety

08/09/16 - Has Anything Changed?

08/02/16 - High-Yield Rally Continues Despite Headwinds

07/26/16 - High-Yield Municipal Update

07/19/16 - Midyear Outlook 2016: Bonds Still Not A Front Runner


Weekly Market Commentary

07/10/17 - Second Quarter 2017 Earnings Preview: Q1 A Tough Act to Follow

06/26/17 - A Technical Check-in: The Global Bull Looks Strong

06/19/17 - Midyear Outlook 2017: Business Fundamentals Back At The Controls

06/12/17 - Hurdling Overseas Earnings: What Do The Forecasts Tell Us?

06/05/17 - Master Limited Partnership: More Going On Than Oil Price

05/30/17 - Corporate Beige Book: It Keeps Getting Better

05/22/17 - Focus On Fundamentals

05/15/17 - Earnings Update: Raising The Bar

05/08/17 - Five Reasons Not To Sell In May

05/01/17 - Reflecting On Nasdaq 6,000

04/24/17 - Europe Enters The Tour De France

04/17/17 - Which Breaks First, Stock Prices Or Uncertainty?

04/10/17 - First Quarter 2017 Earnings Preview: Double Digits?

04/03/17 - Checking In On Some Trump Trades

03/27/17 - The Stock Market's Final Four Factors

03/20/17 - Will This Sixteen Be Sweet?

03/13/17 - How Much Is Left In The Tank?

03/06/17 - Corporate Beige Book: Better Sentiment And Lots Of Tax Talk

02/27/17 - Tiptoe Through The Tulips And Other European Offerings

02/21/17 - Earnings Update: Five Observations

02/13/17 - Real Estate Overview: All About The Cycles

02/06/17 - Taking Stock Of Technicals And Sentiment

01/30/17 - Is There Still Value In Value?

01/23/17 - International Stocks: We Look East To Japan

01/17/17 - Is Small Cap Strength Sustainable?

01/09/17 - Fourth Quarter Earnings Preview: Looks Like Another Good One

01/03/17 - 2017 Stock Market Outlook: Gears Are Tuning, But Parts May Need Grease

12/19/16 - A Look Bank At 2016 - Hits And Misses

12/12/16 - Can't Stocks And Bond Yields Just Get Along?

12/05/16 - Irrational Exuberance Part Two?

11/28/16 - Corporate Beige Book: Better Tone, Little Election Talk

11/21/16 - Holiday Shopping Preview

11/14/16 - What A Week

11/07/16 - Earnings Update: End Of A Long Drought

10/31/16 - Halloween Special: What Might Scare Markets

10/24/16 - Election Playbook

10/17/16 - Taking Stock Of Technicals And Sentiment

10/10/16 - Third Quarter 2016 Earnings Preview: Growth Returns?

10/03/16 - Welcome To The Fourth Quarter

09/26/16 - Five Forecasters: Few Warning Signs

09/19/16 - EM Earnings: Beginning To Emerge

09/12/16 - Sell Now?

09/06/16 - Dividend Bubble?

08/29/16 - Corporate Beige Book: Q2 Offers Few Signs Of Improvement

08/22/16 - What The Market Is Telling Us About The Election

08/15/16 - Overseeing Poor Earnings Overseas

08/08/16 - Earnings Update: We Were Hoping For More

08/01/16 - Time For An August Swoon?

07/25/16 - Breakout

07/18/16 - Midyear Outlook 2016: Campaigning For More Investment


Who is LPL Financial?

LPL Financial

LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer*

Formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (established in 1973), LPL Financial is one of the United States’ largest organizations of independent financial advisors. LPL Financial currently maintains headquarters in Boston, San Diego and Charlotte, servicing more than 14,000 advisors in over 6,100 independently owned and operated offices nationwide.

LPL Financial is built on the premise that achieving your financial goals depends on unbiased financial advice, timely research and easy access to the investments and services that address your specific needs.


Setting a Higher Standard for Unbiased Financial Advice

LPL Financial has no proprietary products of its own, so LPL Financial advisors concentrate their energies on understanding your individual financial goals and offering objective solutions to meet the challenges of wealth accumulation, management and preservation.


Leveraging Independent Research

LPL Financial advisors receive guidance and recommendations from a team of seasoned investment professionals and enjoy instant access to leading information and resources. With no investment banking relationships, LPL Financial Research focuses on providing unbiased, client-centered analysis of the capital markets and their underlying securities.


Capitalizing on Technology

LPL Financial has revolutionized the way financial information is delivered and provides advisors with a solid, state-of-the-art technology platform dedicated to your success.

LPL Financial remains committed to leading the independent brokerage industry. We continue to set the highest standards in every aspect of supporting our advisers so they can help you realize a new standard for your financial future.


LPL Financial Key Facts

  • #1 independent broker/dealer in the nation*
  • Over $4.2 billion in revenue**
  • Over 14,000 affiliated financial advisors nationwide
  • Over 6,200 branch offices
  • Service to over 750 financial institutions
  • Over 3,400 staff with headquarters in San Diego, Boston, and Charlotte
  • Over $475 billion in assets as the broker/dealer of record**
  • Over $187 billion in fee-based platform assets**

* As reported by Financial Planning magazine, June 1996–2015, based on total revenues.
** As of September 30, 2015.