(608) 943-6351

(608) 348-2900

(608) 348-6001

 

Investment Center at Livingston State Bank

     At Investment Center at Livingston State Bank, we have always known that no two clients are exactly alike or share the exact same goals.  That's why, when it comes to helping you invest in your financial future, our financial consultant seeks to get to know you--you plans, hopes, worries and needs--before attempting to offer a strategy.
     Once your unique circumstances and current investments and savings have been thoroughly assessed, our financial consultant will make recommendations designed to help you work toward your objectives.
     We're much more interested in taking the time necessary to make a difference--for you, your family, and your future.  We want to learn about you and your financial goals, to find out what you want and help to make it happen.
 
Marshall E Johnson
Financial Consultant

     As an Investment Adviser Representative with LPL Financial, a registered investment advisor, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to address them.  I recognize the importance of getting to know you--your financial needs and your financial goals.  I create unbiased, customized investment strategies to help you work toward building and protecting your wealth.
     Ongoing portfolio analysis and review is the cornerstone to successful long term investment planning.  Regularly scheduled portfolio review meetings allow for the necessary ongoing fine tuning of your asset allocation.  My commitment is to provide a level of professionalism and expertise beyond your expectations.
     With over 16 years of providing professional investment consulting, I am able to deliver the expertise you expect and the integrity you deserve.

     Feel free to contact me with any questions about the services offered through the Investment Center at Livingston State Bank.

 

Marshall E Johnson
170 W Main Street
PO Box 773
Platteville, WI  53818
(608) 348-6434
marshall.johnson@LPL.com

Securities and insurance products are offered through
LPL Financial and its affiliates, Member FINRA/SIPC.
Livingston State Bank
Not registered broker/dealer(s); nor an affiliate of
LPL Financial.

Investment Products are:
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Insured by Any Federal Government Agency
Not a Bank Deposit

 
 

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