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Investment Services

Investment products and services for every stage of life and all financial circumstances.

Our dedication is firmly rooted in our goal to provide high-quality financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.

 


Through our relationship with LPL Financial, our clients have access to a wide array of financial and wealth management strategies, including:

  • Individual Stocks/Bonds
  • Mutual Funds
  • Variable and Fixed Annuities
  • Alternative Investments
  • Life Insurance
  • Retirement Planning
  • Pension/401(k) Rollover Planning & Management
  • Income Strategies
  • Investment Portfolio Analysis
  • Estate Planning
  • Investment Advice
  • College Planning
  • Business Retirement Accounts
  • Business Succession Planning

 


Financial Consultant - Jodie Lane

Jodie Lane serves as a financial consultant for LPL Financial located at PyraMax Bank. She works with individuals, business owners, corporations and non-profit organizations, providing a complex degree of investment management, portfolio construction, and ongoing financial monitoring. Jodie delivers comprehensive financial strategies by serving as a single point-of-access to a team of specialists in financial and retirement planning, business banking and personal financial management.

Jodie received her bachelor’s degree from Alverno College with honors with a double major in business administration and professional communication. She received her masters from MSOE (Milwaukee School of Engineering) in engineering management (MSEM). Jodie also holds several financial registrations including a Series 7, and 63 with LPL Financial, as well as her life and health insurance licenses. She also has her certification as an accredited asset management specialist (AAMS).

Since 2006, Jodie has personally guided her clients to pursue their investment and retirement planning needs. She conducts her business with integrity, compassion, and respect for the individual and business investor by helping them pursue their retirement lifestyle, goals, and dreams by using investment strategies matched to the individual and business owner’s risk tolerance and time horizon.

Jodie volunteers her time as an advisory board member for Alverno College School of Business. She resides in Greendale, Wisconsin with her husband, family, and black lab.

To learn more about these and other investment strategies, contact Jodie:

Jodie Lane

Financial Consultant
9000 W. Drexel Ave.
Franklin, WI 53132
(414) 235-5844

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. PyraMax Bank is not a registered broker/dealer and is not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured PyraMax Bank deposits and are not FDIC insured. These products are not obligations of the PyraMax Bank and are not endorsed, recommended or guaranteed by PyraMax Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of Wisconsin

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Please Note: By clicking on this link, you will be leaving PyraMaxBank.com. PyraMax Bank is not responsible for any content within this website. Third party websites may have privacy and security policies different from PyraMax Bank. Please review the privacy and security policies of websites reached through links from the PyraMax Bank website.


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