We Pride Ourselves in our Ability to Provide Objective and Unbiased Advice.

David Wahl Investment Representative

When it comes to saving for a secure retirement or making your money work harder for you in the short term, we've got an investment option that may be right for you. We are committed to your financial success and want you to feel comfortable talking to us about your money matters. Our Registered Representatives will provide you with unbiased information to help you pursue your financial goals.

Services offered: Brokerage Services, IRA's: Roth and Traditional, Mutual Funds, Tax-Deferred Annuities (Fixed & Variable), Investments & Retirement Plans, Portfolio Analysis.

Identifying Your Needs

The focus of our Investment Center is helping you get the information you need and the personal attention you deserve. Our Registered Representative will help you understand the opportunities available to you.

The scope and depth of our needs-based approach is coupled with a level of customer service that we feel is superior.

Get Acquainted:

We will help you identify and prioritize your goals, then, explain alternative investment choices and discuss the levels of risk involved. Finally, we will propose a strategy that is appropriate for you.

Informed Investment Choices:

Investment Planning: Sound investment counsel today will help you move toward your future financial goals: Portfolio Review, Retirement Planning, Tax Reduction Strategy, Asset Allocation, Education Funding, Company Retirement Plans.

Mutual Funds: Diversification and professional management are available through portfolios of stocks and bonds having specific objectives: Growth Funds, Balanced Funds, Global-International Funds, Income Funds, Tax-Free Funds, Government Funds, Money Market Funds.

Annuities: Providing tax-deferred growth:Immediate Annuities, Fixed Annuities, Equity-Indexed Annuities, Variable Annuities.

Find out more about our CDs, IRAs and Mutual Funds, then call David in Grafton at 262-375-9150 or in Menomonee Falls at 262-251-9050.

We do not recommend a particular mutual fund, nor guarantee that any mutual fund will achieve its investment objective.

Non-deposit investment products are not insured by the FDIC or any other federal government agency, and are not a deposit of, obligation of, or guaranteed by Cornerstone Community Bank or the Cornerstone Community Bank Investment Center. Investments are subject to investment risk, including possible loss of principal amount invested. Mutual funds are not deposits and are not insured or guaranteed by the FDIC, or any other government agency. An investment in mutual funds involves investment risks including the possible loss of the principal amount invested. Always ask for a prospectus and read it carefully before you invest in any mutual fund.

Investment services offered through Landaas & Company Investment Services. Member FINRA/SIPC

Click here for the link to Landaas & Company

Week in review

Every week Bob Landaas of Landaas & Company recaps the activity that has effected the financial marketplace. Click here for his review.

Week in Review.



Home Page Online Banking Deposit Products Consumer Lending Business Banking Commercial Real Estate Current Rates Investment Center Locations Employment About Cornerstone Community Links Privacy & Security Disclosures & Forms Contact Us Calculators Identity Theft Health Savings Accts Community Events		We Pride Ourselves in our Ability to Provide Objective and Unbiased Advice. David Wahl Investment Representative When it comes to saving for a secure retirement or making your money work harder for you in the short term, we've got an investment option that may be right for you. We are committed to your financial success and want you to feel comfortable talking to us about your money matters. Our Registered Representatives will provide you with unbiased information to help you pursue your financial goals. Services offered: Brokerage Services, IRA's: Roth and Traditional, Mutual Funds, Tax-Deferred Annuities (Fixed & Variable), Investments & Retirement Plans, Portfolio Analysis. Identifying Your Needs The focus of our Investment Center is helping you get the information you need and the personal attention you deserve. Our Registered Representative will help you understand the opportunities available to you. The scope and depth of our needs-based approach is coupled with a level of customer service that we feel is superior. Get Acquainted: We will help you identify and prioritize your goals, then, explain alternative investment choices and discuss the levels of risk involved. Finally, we will propose a strategy that is appropriate for you. Informed Investment Choices: Investment Planning: Sound investment counsel today will help you move toward your future financial goals: Portfolio Review, Retirement Planning, Tax Reduction Strategy, Asset Allocation, Education Funding, Company Retirement Plans. Mutual Funds: Diversification and professional management are available through portfolios of stocks and bonds having specific objectives: Growth Funds, Balanced Funds, Global-International Funds, Income Funds, Tax-Free Funds, Government Funds, Money Market Funds. Annuities: Providing tax-deferred growth:Immediate Annuities, Fixed Annuities, Equity-Indexed Annuities, Variable Annuities. Find out more about our CDs, IRAs and Mutual Funds, then call David in Grafton at 262-375-9150 or in Menomonee Falls at 262-251-9050. We do not recommend a particular mutual fund, nor guarantee that any mutual fund will achieve its investment objective. Non-deposit investment products are not insured by the FDIC or any other federal government agency, and are not a deposit of, obligation of, or guaranteed by Cornerstone Community Bank or the Cornerstone Community Bank Investment Center. Investments are subject to investment risk, including possible loss of principal amount invested. Mutual funds are not deposits and are not insured or guaranteed by the FDIC, or any other government agency. An investment in mutual funds involves investment risks including the possible loss of the principal amount invested. Always ask for a prospectus and read it carefully before you invest in any mutual fund. Investment services offered through Landaas & Company Investment Services. Member FINRA/SIPC Click here for the link to Landaas & Company Week in review Every week Bob Landaas of Landaas & Company recaps the activity that has effected the financial marketplace. Click here for his review. Week in Review.