CB Investment Services*
CB Investment Services, located at Community Bank & Trust, offers access to a full range of investment opportunities, including stocks, bonds, mutual funds, fixed and variable annuities, unit investment trusts and life insurance, as well as individual and employer sponsored retirement plans.
Your CB Investment Service Investment Executive is registered with the NASD and is highly qualified to assist you in meeting your financial objectives and to offer you the highest level of personalized service and expertise. Please contact any of them for a free financial checkup.
Employee Benefit Plans
We offer employee benefit plans for commercial customers, including 401(k), profit sharing and other pension plans. We will work with plan sponsors to structure an employee benefit plan that best meets the employer's goals. In addition, we offer daily valuation, 24-hour voice response system, participant Internet website, and a fully diversified investment program.
Investment Executives |
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Xiong Lee received his Associates in Liberal arts from UW Manitowoc, and in 2007 graduated from UW Milwaukee with degrees in Finance and Marketing. Xiong offers full service brokerage services including stocks, bonds , mutual funds, and tax deferred annuities, as well as retirement programs, insurance solutions and college funding accounts. Xiong's offices are located at our Sheboygan North, South, West and Downtown locations. |
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Justin Levanetz comes to CB Investment Services with over 13 years in the financial services field. He has held various positions including Financial Advisor and Vice President of Investments. Justin graduated with a BA from the University of Wisconsin Green Bay. In 2010, Justin completed the Kaplan University Financial Planning Education Program. Justin's office is located at our Appleton location. |
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Brian J. Nygaard has 5 years of investment, insurance and banking experience. He received his BBA from the University of Wisconsin-Green Bay majoring in Marketing with a minor in Economics. Brian offers full service brokerage services including insurance solutions, stocks, bonds, tax deferred annuities and mutual funds, as well as retirement programs, college funding accounts and beneficiary reviews. Brian's offices are located at our Plymouth, Elkhart Lake and Sheboygan Falls locations. |
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Mary T. Ryan has 20 years of investment, insurance and banking experience. She received her BA from Lakeland College and has worked as a Financial Consultant throughout her career. Mary offers full service brokerage services including stocks, bonds,mutual funds, tax deferred annuities retirement and insurance programs. Mary's offices are located at our Sheboygan North, South, West and Downtown locations. |
We are here to help you:
- Funding needs
- Protect your ability to earn income
- Protect your family's future
- Maintain your independence
- Efficiently pass on your assets
- Cater to your business owner needs
- Provide financial solutions that make sense
We provide "Best of Class" Products:
- Mutual Funds
- Stocks and Bonds
- Fixed and Variable Annuities
- Life Insurance
- Long-term Care Insurance
- Disability Insurance
- Tax-advantaged Investments
- Wrap Accounts
- Brokerage Accounts
- IRAs
- Retirement Plans
For more information on our Investment Services, please visit one of our branches or call us at 1-888-582-4440 Toll Free, 1-414-967-9880 in the Milwaukee area or at
1-920-459-4444 in the Sheboygan County Area.
*PRIMEVEST Financial Services, Inc. is one of the nation's largest broker-dealers, specializing in offering high quality investment and insurance solutions exclusively in partnership with financial institutions. Founded in 1984, PRIMEVEST is a leader in the financial services industry and currently services the clients of nearly 600 financial institutions across the country. PRIMEVEST is a shareholder of the Chicago Stock Exchange (CHX), and a member of the Depository Trust and Clearing Corporation (DTCC), the National Association of Security Dealers (NASD), and the Securities Investors Protection Corporation (SIPC).
View PRIMEVEST privacy policy and other important information.
*PRIMEVEST Financial Services, Inc. is an independent, registered broker-dealer and registered investment adviser. Member SIPC/NASD. Securities and insurance products offered by PRIMEVEST: . Not FDIC insured . May go down in value . Not financial institution guaranteed . Not a deposit . Not insured by any federal government agency
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided.