Martin Luther King, Jr. Day
All CSB locations will be closed on Monday, January 17th, 2022.
Community State Bank (CSB) is pleased to announce some exciting changes taking place at Community Investment Center located inside of Community State Bank in Union Grove, WI.
First, Community Investment Center has been renamed to CSB Wealth Management. The name was chosen to reflect the wide range of financial planning that’s available, beyond just investments.
Next, Sara Putz has joined Community State Bank as Vice President of Wealth Management. Sara also joined CSB Wealth Management as an LPL Financial Advisor.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation, representing more than 14,000 independent financial advisors across the country.*
Putz, a 30-year native of Union Grove, 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.
“I’m honored to join the team and be a member of a long standing financial pillar in Southeast Wisconsin,” explained Putz. “Having the ability to serve the communities of Southeast Wisconsin is very important to me and I look forward to educating clients and building plans to pursue their financial goals for all phases of life.”
Finally, Financial Advisor Bill Stoebig has begun the transition to a well-earned retirement.
“It’s been a privilege working with the CSB team and assisting individuals and local business owners to address their financial goals,” said Stoebig. “I look forward to introducing Sara to clients and am sure she will quickly gain their support and trust.”
Stoebig has been a part of Community Investment Center since 2018 and has been a local financial advisor for over 14 years. In the near term, Bill will be transitioning away from his role as an LPL Advisor and Sara Putz will begin managing all CSB Wealth Management relationships.
“We’ve been fortunate to have Bill lead Community Investment Center for over 4 years. He’s been a great asset to his clients as well as the community,” said Community State Bank President and CEO, Scott Huedepohl**. “Sara’s experience and attention to detail will continue to provide individuals and businesses with all they need to plan for their future. We’re excited to see CSB Wealth Management grow and wish both Bill and Sara well on their new endeavors.”
Putz has officially moved into her new office located inside of Community State Bank’s Headquarters at 1500 Main Street, Union Grove. She is available to meet in person by appointment or over the phone. Visit the CSB Wealth Management page.
* As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
** Scott Huedepohl is not affiliated with LPL Financial.
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|
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