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Investment Center

Services: Financial Planning

The smartest way to reach your financial goals is through planning, discipline, and time. Developing a sound investment strategy as a component of your financial plan will transform your financial and personal dreams into reality.

Tam Hubert, CFP® at at First Minnetonka Investment  Center(FMIC), is available to assist you with your financial planning needs. She has over 20 years of experience in the industry and can work with you to build an investment portfolio to achieve your goals. Tam’s knowledge about stocks, bonds, and professional money managers is helpful as you decide which asset allocation makes sense for your situation.

In addition, First Minnetonka Investment Center (FMIC) is committed to monitoring your portfolio’s performance and in keeping you informed on a regular basis. Because everything changes over time, we’re available to reevaluate your portfolio through regular reviews.

No matter what your financial situation may be—whether you’re just starting out or near retirement, willing to take risks or prefer to be more conservative with your money, or have a limited amount to invest or much to invest—First Minnetonka Investment Center (FMIC) has investment options and products to meet your needs.

Learn more about the strategies we use to help you achieve your goals.

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Bank Among Friends
First Minnetonka City Bank
First Minnetonka Investment Center is a registered branch of LaSalle St. Securities, LLC.
Securities are offered through LaSalle St. Securities, LLC., Advisory Services offered through LaSalle St. Investment Advisors, LLC.
 LaSalle St. Investment Advisors, LLC is affiliated with LaSalle St. Securities, LLC.- a registered broker/dealer.
Tam Hubert, CFP® and Kristi Remus are registered representatives of LaSalle St. Securities, LLC.
940 N Industrial Dr., Elmhurst, IL 60126-1131. Member FINRA / SIPC. Not a deposit. Not FDIC insured.
Not insured by any Federal Government agency. Not guaranteed by the bank. May lose value.
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