SB Financial Services

Wisconsin State Capitol BuildingAt SB Financial Services, we put the client first.

Our mission is to get to know and understand your needs, wants and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual needs.

We want to be your trusted financial professionals who guide you through all of your major life events, educate you and provide professional, thoughtful guidance.

We believe in looking at the overall picture in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

We can assist you with Financial Planning, Managed Accounts, Investment Vehicles, Insurance, Non-Qualified Investments,
Cash Management, Qualified Investments and Education Investments. 

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SB Financial Services 

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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 affiliates. The Stephenson National Bank & Trust and Stephenson Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Stephenson Financial Services, and may also be employees of The Stephenson National Bank & Trust.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of The Stephenson National Bank & Trust or Stephenson Financial Services.  Securities and insurance offered through LPL or its affiliates are: