Investment and Brokerage Services

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Investment and Brokerage Services

Save for a short-term goal. Fund your child’s future education.
Plan for retirement.

An effective investment plan begins with you: Your family. Your goals and dreams. Your short and long-term priorities. Your current financial situation. Your investment style. Your familiarity with investment terminology. We use this knowledge to create a customized plan that’s right for you and your needs. The plan might include a range of investment products such as stocks, bonds, mutual funds, annuities, insurance or long term care solutions. Our professional advice, common-sense approach and personal attention set us apart and ensure that you remain the focus. We continually revisit the plan with you to ensure it remains on the right track. If you have questions at any time, simply stop by, call or view your account online.

Our investment and brokerage services
are here when it matters. We provide
competitive strategies including: 

  • Executive and employee benefits
  • Retirement Strategies

Our strategies often consist of the following:

  • Stocks and bonds
  • Tax-deferred and tax-advantaged investments
  • Annuities
  • Mutual funds
  • 529 accounts
  • Life insurance
  • Long-term care Insurance
  • Actively managed portfolios
  • Real Estate Investment Trusts (REITS)

Our professionals will listen to your needs
and help select the right investment strategy
for you and your family. Contact us today.

 

Chad S. Willer

Financial Advisor 
701.355.5371
chad.willer@kirkwoodfs.com

 

 

 

Check out the background of this investment professional on FINRA's BrokerCheck.
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: ND, MN, AZ, SD.
Cambridge and Kirkwood Financial Services are not affiliated. Non-deposit investment products are not FDIC insured, not bank guaranteed, and may lose value.This communication is strictly intended for individuals residing in the states of ND, MN, AZ, SD. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or
offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or
    Registered Investment Advisor (“IA”) may only conduct
    business in a state if the representatives and the BD or IA they
    represent (a) satisfy the qualification requirements of, and are
    approved to do business by, that state; or (b) are excluded or
    exempted from that state’s registration requirements. 

 

  •  Representatives of a BD or IA are deemed to conduct business in
    a state to the extent that they would provide individualized
    responses to investor inquiries that involve (a) effecting, or
    attempting to effect, transactions in securities; or (b) rendering
    personalized investment advice for compensation.

We are registered to offer securities in the following states: ND, MN, AZ, NE, SD.
We are registered to offer advisory business in the following states: ND, MN, AZ, SD.