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Investment Services

Available through SII Investments Inc., are a variety of investment options to meet your investment needs. These options include variable annuities and mutual funds. Our Investment representatives will work with you to review your goals and risk tolerance to help you build a portfolio that reflects and helps to achieve your objectives.

Investment and Insurance products available only to residents of Wisconsin and Minnesotta.

BancMutual Financial has professionals who can meet with you to determine your investment goals and see if investments make sense for you. For more information, please call or stop in to set up an appointment.

Investment Offices

Our Broker/Dealer: SII Investments, Inc., is one of the fastest growing brokerage firms in the country. Founded in 1968 and headquartered in Appleton, WI., SII has over 500 financial representatives across the country.

 

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Questions or comments about this website: Email the Webmaster.

Insurance Products are offered through BancMutual Financial & Insurance Services, Inc., a wholly owned subsidiary of Bank Mutual. Securities and advisory services offered through SII Investments, Inc., member FINRA, SIPC, a registered Investment Advisor not affiliated with BancMutual Financial & Insurance Services, Inc. or Bank Mutual. Securities, Advisory Services, and Insurance products:

  1. are not deposits or obligations of, or guaranteed by Bank Mutual or any affiliates;
  2. are not insured or guaranteed by the Federal Deposit  Insurance Corporation (FDIC) or any Federal government agency;       
  3. involve investment risk, including the possible loss of principal invested.

SII does not provide tax or legal advice.