Cherokee Investment Services
Check the background of this financial professional with Broker Check by FINRA.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cherokee State Bank and Cherokee Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Cherokee Investment Services, and may also be employees of Cherokee State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cherokee State Bank or Cherokee Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, Colorado, Iowa, Minnesota, Missouri, Nebraska, South Dakota, Texas, Virginia, and Wisconsin.
Planning for Financial Success
The world of investments and financial planning can be complex. With so many options and unreliable brokers, it can be hard to know where to start. Cherokee Investment Services is the helping hand to place you on the right path to a confident financial future.
How We Can Help
Cherokee Investment Services can help you address a number of financial concerns:
- Streamlined financial management to help you with a child’s education expenses or purchasing a new home.
- Defer income to reduce your income taxes.
- Ensure you are financially independent in retirement.
- Effectively and affordably manage risk.
- Create an efficient plan for distribution of your estate and estate tax considerations.
What We Have To Offer:
Retirement Plans:
- IRAs, 401(k)s, 403(b)s, 457(s)
- Self-directed plans
- Pension & profit sharing
- Plan design/review
- Rollovers
- College savings
Equity Investments:
- Mutual funds
- Common stock
- Preferred stock
- Variable annuities
Fixed Income Investments:
- Fixed annuities
- Municipal bonds
- Unit investment trusts
- Government securities
- Corporate bonds
Get in Touch with Our Team
The first step to a better financial future is to contact Brandon Slaughter, LPL Financial Advisor. He’ll work with you one-on-one to understand your goals, evaluate your current situation, and develop a plan specific to your needs.
Call Brandon at (712) 225-6360 to schedule your appointment.
