Our Services



Being our clients' advisor for life means offering a comprehensive range of products and services to address their financial planning and wealth management goals.

Investment Products  
♦ Mutual Funds ♦ Stocks
♦ Fixed Annuities ♦ Variable Annuities
♦ REITS (Real Estate Investment Trusts) ♦ Equity Indexed Annuities
♦ Unit Investment Trust ♦ Structured CDs
♦ Managed Money Accounts: ♦ Tax Free / Taxable Bonds
       ♦ Mutual Funds  
       ♦ Exchange Traded Funds  
       ♦ Individual Securities  
   
Insurance Products  
♦ Permanent Life Insurance ♦ Term Life Insurance
   
Individual Services  
♦ Portfolio Analysis ♦ Investment Recommendations
♦ Financial Goal Planning ♦ IRA Planning
     ♦ Retirement  
     ♦ Education  
     ♦ Life Events/Life Stages  
   
Business Services  
♦ Establishment or Transfer of Company Retirement Plans
♦ 401(k) Plans ♦ Individual 401(k)
♦ SEP IRA Plans ♦ SIMPLE IRA Plans
♦ Profit Sharing ♦ Money Purchase Pension Plans
   
Estate Planning  
♦ Trust Services provided by the Private Trust Company N.A., an affiliate of LPL Financial


For more information, Email Dan Murphy or call him locally at (262) 641-1322 or
Toll Free (888) 485-4400.


Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.  Great Midwest Bank and Great Midwest Financial Center are not a registered broker/dealer and are not affiliated with LPL Financial.

Not FDIC insured • No Bank Guarantee • May lose value •
Not a bank deposit • Not insured by any Federal Government Agency

The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, FL, MN, NC, VA, and WI.