Investment Services provided by:
NETXInvestor provides paperless access to your Pershing account statements, confirmations and tax forms. Contact us to set up your access. Registered users must enter Financial Org# 5CR and their assigned User ID at the login page.
CIRStatements.com, powered by Albridge Wealth Reporting, is a robust reporting tool for your accounts held through our broker-dealer affiliation with Cambridge Investment Research. Contact us for your password before registering.
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
- 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
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 and FL.
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 and FL. 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 and FL.
We are registered to offer advisory business in the following states: ND, MN, AZ, SD and FL.