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About Us

Client Centered

Client Centered

The Investment Center at Community First Bank offers investment services from 10 locations in Southwest Wisconsin. We have branch offices in Baraboo, Boscobel, Fennimore, Lancaster, Livingston, Muscoda, Platteville, Prairie du Chien, Reedsburg, and Richland Center. Services include retirement planning, wealth management, investment planning, and financial advisory services. The Investment Center has a reputation for personalized service, experienced financial advisors, and a commitment to helping clients pursue their financial goals.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and pursue those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

About LPL Financial

The Investment Center at Community First Bank works with LPL Financial. LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. *No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States. View the LPL Financial’s FINRA BrokerCheck.

Products and services available through LPL Financial

  • Financial planning
  • Retirement planning
  • Investments
  • Funding education expenses
  • Insurance and annuities
  • Estate planning strategies
  • Retirement income strategies
  • Tax planning considerations*

*Neither LPL Financial, nor its registered representatives, offer tax or legal advice. Always consult a qualified tax advisor for information as to how taxes may affect your particular situation.

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