CSB Wealth Management
CSB Wealth Management is located inside of Community State Bank's Headquarters in Union Grove and was formed to help you define and implement a suitable financial plan for your specific situation. CSB Wealth Management is supported by the resources of LPL Financial, the nations largest independent broker/dealer.* As your LPL Financial Advisors, our primary goal is to assist clients in creating greater financial stability for your family, business and personal situation.
Our CSB Wealth Management Team is available to discuss your financial needs by phone, email, virtually or in-person. If you have any questions about your current financial situation or wish to schedule an appointment please submit a form below or contact our team members directly by using their contact information below.
SAY HELLO TO SARA!
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community State Bank and CSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CSB Wealth Management, and may also be employees of Community State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community State Bank or CSB Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, GA, IL, MN, MO, NM, NV, VA, WI
* As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
Sara Putz is a 30-year native of Union Grove and brings with her over 14 years of experience as a financial advisor. She also specializes in goal based financial planning with an emphasis on generating income.