Product solutions to help you pursue your financial goals:
- Advisory/Managed Account Solutions
- Financial Planning
- Fixed and Variable Annuities1
- Mutual Funds
- Life Insurance
- Stocks and Bonds
- Tax-Advantaged Investments2
- Long-Term Care Insurance
- Retirement Plans1
- Brokered CDs
- Money Market Funds
- Unit Investment Trusts
- Real Estate Investment Trusts
Your Lake City Investments representative is available to provide the tools you need as you build for the future. We are here to help you.
Visit the BrokerCheck website to learn more about our investment representatives.
1Withdrawals prior to age 59 ½ are subject to 10% penalty and taxes.
2Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera nor any of its representatives may give legal or tax advice.
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives. Registered Address: 202 E Center Street, Warsaw, IN 46580. Registered Phone Number: (877) 718-9198.
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 on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.