Appointment - Wealth and Investment Services

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Michael G. Sisney

Certified Financial Planner™

Duke Carlton

Certified Financial Planner™

DISCLAIMERS / DISCLOSURES

LPL Financial Form CRS
Your Bank (“Financial Institution”) provides referrals to financial professionals of PL Financial LLC (*LPL”) pursuant to an agreement that allows PL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for advisory services.”
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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. State Bank of Southwest Missouri and Wealth and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth and Investment Services, and may also be employees of State Bank of Southwest Missouri. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, State Bank of Southwest Missouri and Wealth and Investment Services. 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: AR, AZ, CA, CO, FL, GA, IA, KS, MN, MO, NC, NY, OH, OK, TX, VA, WA