Plan your investment goals with our Wealth Management Team.
Investment products and retirement planning are currently offered through Citizens Wealth Management Group. Our team of financial consultants works with LPL Financial, the nation's largest independent broker/dealer (based on total revenues, Financial Planning magazine June 1996-2020).
We have 6 locations conveniently located within our branch offices: Bluffton, Celina, Findlay, Lima, Toledo, and Van Wert. We also have a separate office in Bowling Green, Ohio. Services include financial planning/estate planning, retirement planning, insurance, fee-based accounts and a variety of investments including stocks, bonds, mutual funds and annuities.
Check the background of your financial professional on FINRA's BrokerCheck.
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. Citizens National Bank and Citizens Wealth Management Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Citizens Wealth Management Group, and may also be employees of Citizens National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Citizens National Bank. 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: Registered for Securities in the following states: AL, AZ, CA, CO, DE, FL, HI, IL, IN, KY, MD, MI, MO, NC, NJ, NM, NV, NY, OH, PA, SC, SD, TX, VA, WA, WI, and WV