Investments

LIFE…Organized

No matter how big or small your nest egg is today, American Bank aims to help it grow and assist you with your wealth management.

LIFE…Organized is a process of evaluating your situation, including any current investments, and making plans for your future — as well as the future of your heirs. We will review the financial planning you already have in place and search for potential missing pieces, helping where we can and referring to other professionals where we can’t.

We’re confident that going through the LIFE…Organized process will give you confidence in your financial planning.

Getting to Know You

Before any investments are made, we will discover more about you — your objectives, goals, assets, income (both current and future) and more — to put your financial advisor in the best position to recommend the appropriate product or service.

Education

It’s important for us to be on the same page regarding the basic concepts of wealth management. Helping you navigate through the vast number of financial planning products, what they are and how they may fit your needs, is necessary for you to feel comfortable with any investments we make.

Asset Allocation

Portfolio management is generally done using Active Management, which incorporates asset allocation, modern portfolio theory, multiple fund managers and regular rebalancing. Some of the services we offer include:

Retirement income planning
Rollovers
Estate planning
Long-term care insurance
Preferred portfolio services

We look forward to getting to know you and introducing you to our product and services. Contact a financial advisor today!

Kathy Heim Investments Representative 920-356-6984 Email Me Schedule an Appointment

Jamie Henning

Jamie Henning is an Investment Representative with American Bank’s affiliate, American National Wealth Management. He is also an Investment Adviser Representative of Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Jamie has more than two decades of experience in the investment area and more than 30 years of experience in the financial services industry.

Kathy Heim

Kathy Heim is an Investment Representative with American Bank’s affiliate, American National Wealth Management. She is also an Investment Adviser Representative of Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Kathy has more than 25 years of experience in the financial services industry.

We welcome the opportunity to sit down and get to know you!

Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. American National Wealth Management and American Bank are not a registered broker-dealer or Registered Investment Adviser. American Bank and Commonwealth are separate and unaffiliated entities.

American Bank and Commonwealth are engaged in a referral arrangement where American Bank refers potential clients to Commonwealth. American Bank receives a percentage of the commissions and fees, as applicable, received by Commonwealth resulting from these referrals. In instances where the Adviser is also an employee of American Bank, American Bank receives a substantial percentage of such fees and commissions. These payments create a financial incentive for American Bank to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. American Bank is not a client of Commonwealth. This referral may not be representative of the experience of others and is not a guarantee of future performance of success. To learn more about Commonwealth, search them wherever local businesses are reviewed.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

This communication is strictly intended for individuals residing in the states of Wisconsin, Illinois, Indiana, Florida, Michigan and Arizona. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.