Wealth Management Services

Like many community banks, Bank of Brenham does not directly offer non-insured non-traditional bank products to its customer base. However it does have a referral relationship with an investment firm called LPL Financial through which customers can purchase non-bank investments.

LPL Financial offers a variety of products and services to meet your financial needs:

Investments Financial Planning Insurance
Bonds
Common Stock
CDs
Structured CDs
Mutual Funds
ETFs
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Fixed Annuities
Fixed Index Annuities
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Planning Services
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

Contact:

Gregg Ferguson
LPL Financial
501 S. Austin Street
Brenham, Texas 77833
Toll-Free (979) 966-7791


Facebook.com/FergusonGregg
twitter.com/Gregg_Ferguson

LPL Financial
(NOT FDIC INSURED)

INVESTMENT PRODUCTS:
NOT FDIC INSURED - NOT A BANK DEPOSIT
NOT INSURED BY AN FEDERAL GOVERNMENT AGENCY
MAY LOSE VALUE


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 affiliate of Bank of Brenham and are not endorsed, recommended or guaranteed by Bank of Brenham. Registered representatives of LPL offer products and services using LPL Financial and may also be employees of  Brenham of Brenham and are not endorsed, recommended or guaranteed by Bank of Brenham. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, of Bank of Brenham and are not endorsed, recommended or guaranteed by Bank of Brenham. 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. 

Legal Notice - Bank of Brenham site includes links to other Internet sites. These sites are independent from Bank of Brenham and Bank of Brenham does not endorse, approve, certify or control these sites and does not guarantee the accuracy, completeness, efficacy or timeliness of information contained therein.