WoodTrust Investment Services provides investment products and services, through
Cetera Financial Services LLC, to help manage portfolios, plan for retirement, or invest for a child’s education. Our highly trained Investment Executive can help provide guidance toward achieving investment goals.
Full Service
- Build a relationship with an Investment Executive who will work to develop a personalized plan to help meet financial and retirement goals.
- An Investment Executive will provide advice to proactively keep investments aligned with long-term strategies.
- Generally recommended for clients seeking advice.
Discount Services
- Enjoy total investing convenience, low commissions and great value
- Minimum commission rate applies. A commission schedule is available upon request.
- Generally recommended for clients seeking a low cost, do-it-yourself approach to investing.
Who is Cetera Financial Services?
Cetera Financial Services is an independent, registered broker dealer. All of our securities and insurance products are offered through
Cetera, however we are able to serve our customers as WoodTrust Investment Services and we're able to provide brokerage services for you right where you bank.
* For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither
Cetera nor any of its representatives may give legal or tax advice.
Advisory services may only be offered by Investment Adviser Representatives in
connection with an appropriate Cetera Advisory Services Agreement and
disclosure brochure as provided.
Securities and insurance products offered by Cetera Financial Services LLC, an independent, registered broker/dealer. Member
SIPC/FINRA. Securities and Insurance products are: * Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency.
View Cetera
privacy policy and other
important information.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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Not FDIC Insured - No Bank Guarantee - May Lose Value
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Consumer Banking