Financial Planning and Investments
Your vision for the future demands financial planning and investments tailored to you.
At Sun Prairie Financial Services, we’ll help you create a personalized financial strategy that helps you build for tomorrow while enjoying life in the present. We’ve helped neighbors just like you set short-term and long-term goals that fit their unique needs. We’re ready to do the same for you.
Personalized attention is key to our ability to build a comprehensive and cohesive financial plan to make your goals a reality. Our investment advisor representative specializes in helping clients with a range of financial and investment needs, such as:
|Luke McElhenie, Financial Advisor|
- A financial analysis
- Planning for retirement
- Social security planning
- College funding strategies for children or grandchildren
- Stocks and Bonds
- Mutual Funds
- Investment advisory accounts
- Brokerage service
- Life Insurance
- Disability Income Insurance
- Long-Term Care Insurance both traditional and hybrid
- Medicare Supplement
- Wealth transfer or charitable gifting
Sun Prairie Financial Services is in Bank of Sun Prairie’s Wealth Management office on Grand Avenue in Sun Prairie.
Contact us today and let’s get started on your financial future. You can contact Luke McElhenie, Financial Advisor, at 608-467-1860 or visit our Grand Avenue office.
Luke McElhenie is licensed to sell insurance in the following jurisdiction: WI and CA; and licensed to sell securities in the following states: WI, IL, GA, MA, OH, MN, CO, IA, FL, ND, TN, NH and TX. He cannot communicate with nor respond to requests from users who reside in jurisdictions in which we are not licensed to conduct insurance or securities business.
Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org) 525 Junction Road, Suite 8100 North, Madison, WI 53717 608-829-0015. Sun Prairie Financial Services and Bank of Sun Prairie are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. CRN202301-277659
Investments and/or insurance products offered · ARE NOT insured by the FDIC or any other federal government agency · ARE NOT bank deposits or other obligations of or guaranteed by the bank · ARE subject to investment risks, including the possible loss of principal amount invested.
Check the background of this investment professional on FINRA’s BrokerCheck: https://brokercheck.finra.org/