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From stocks and bonds to college planning—our financial advisors can help make sense of your options.

Wealth management, simplified.

With all the investment options out there, it’s easy to get overwhelmed. First State Wealth Advisors can help you sort through the hype and make thoughtful decisions about where to invest your money based on your unique needs and goals. Our investment advisors have helped hundreds of clients build wealth and prioritize their financial goals. We look forward to doing the same for you.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Institution Plain English Disclosure

What we offer:

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • College Funding
  • 401(k) distribution education
  • Mutual Funds
  • Stocks
  • Bonds
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts (UITs)
  • Fixed, Variable, and Index Annuities
  • Life Insurance

Map out your financial future. Start today.

Disclosures

First State Bank of St. Charles, MO provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay First State Bank of St. Charles for these referrals. This creates an incentive for First State Bank of St. Charles to make these referrals, resulting in a conflict of interest. First State Bank of St. Charles is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. First State Bank of St. Charles and First State Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First State Wealth Advisors, and may also be employees of First State Bank of St. Charles. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of First State Bank of St. Charles or the First State Wealth Advisors.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government AgencyNot First State Bank of St. Charles GuaranteedNot First State Bank of St. Charles Deposits or ObligationsMay Lose Value

 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Form CRS