Wealth Management Services

Like many community banks, Bank of Brenham does not directly offer non-insured          non-traditional bank products to its customer base. However it does have a referral relationship with an investment firm called LPL Financial through which customers can purchase non-bank investments. 

LPL Financial offers a variety of products and services to meet your financial needs:

   Investments     Financial Planning        Insurance         

Bonds
Common Stock
CDs
Structured CDs
Mutual Funds
ETFs
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Fixed Annuities
Fixed Index Annuities

Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Planning Services
Money Purchasing Plans
Profit Sharing Plans

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

LPL Financial

INVESTMENT PRODUCTS:

NOT FDIC INSURED - NOT A BANK DEPOSIT 

NOT INSURED BY A FEDERAL GOVERNMENT AGENCY - MAY LOSE VALUE

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA & SIPC). Insurance products are offered through LPL or its licensed affiliate of First National Bank of Shiner and are not endorsed, recommended or guaranteed by First National Bank of Shiner. Registered representatives of LPL offer products and services using LPL Financial and may also be employees of First National Bank of Shiner and are not endorsed, recommended or guaranteed by First National Bank of Shiner. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, of First National Bank of Shiner and are not endorsed, recommended or guaranteed by First National Bank of Shiner. Securities and insurance offered through LPL or its affiliates are not insured by FDIC or any other government agency, not bank guaranteed, not bank deposits or obligations, may lose value.