Exciting News: Peoples State Bank to join Bank First in December.Learn More →

Brokerage Services

First National Investment Services supports you through investment and retirement decisions with clear communication and personalized service. Whether you are managing existing accounts or planning what’s next, we are here to provide steady guidance and ongoing support.

Connect With Our Team
trust-wealth-management

Investment Advisors

Investment advisors bring experience and perspective to help you evaluate options, stay organized, and make informed decisions that align with your goals.

What You Can Expect

  • Organized and easy-to-understand financial planning
  • Access to experienced professionals
  • More time to focus on what matters most
  • Confidence knowing someone is working alongside you

Justin Seeley

Investment Executive

608-313-8377

Kaitlyn Leslie

Sales Assistant

608-363-8034

Secure Online Account Access.

Brokerage clients can securely access balances, statements, and trade confirmations online. Enrollment is easy, and your advisor can help you get started.

 

Electronic delivery is also available for statements and communications, helping you stay informed while reducing paper mail. Need assistance? Your advisor is here to help.

 

Contact Our Brokerage Services Team


Check the background of our investment professionals on FINRA's BrokerCheck.

First National Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency 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/NCUSIF insured
  • May lose value
  • Not financial institution guaranteed
  • Not a deposit
  • Not insured by any federal government agency

View Cetera Investment Services privacy policy, other important information, and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com. Located at: 345 E Grand Avenue, Beloit, WI 53511. 800-667-4401