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:
Fixed Index Annuities
Estate Planning Services
Money Purchasing Plans
Profit Sharing Plans
|Disability Income Insurance
(NOT FDIC INSURED)
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.
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