Baylake Wealth Services Advisors Recognized for Brokerage Service

Brian Hartl Brian R. Hartl CMFC, CRPC
(920) 743-5551
extension 1066
1-800-267-3610

Suzanne UdoniSuzanne S. Udoni
(715) 256-6305
1-800-267-3610

Ryan FreitagRyan M. Freitag
(920) 430-9800
extension 3604
1-800-580-4440

April 10, 2008 - -Baylake Wealth Services Advisors Brian R. Hartl, Suzanne S. Udoni, and Ryan M. Freitag were recently recognized within the top 100 Broker Rankings by UVEST for the month of February 2008 for total client servicing. Baylake Wealth Services offers investment and insurance services through UVEST, a premier provider of third-party brokerage which works with over 400 financial institutions and over 1000 full-time financial consultants nationwide.

Baylake Wealth Services Financial Advisors and their team members are experienced and provide Baylake customers access to a variety of investment options to meet the unique needs of each client. Their quality servicing includes, but is not limited to, regular client reviews of financial goals, on-site presentations for business owners and their employees, as well as community outreach informational seminars.

“I’m extremely proud of our advisors and their commitment to each client Baylake Wealth Services serves. It’s this care, combined with their financial experience that keeps our clients coming back as well as influences them to refer friends and neighbors to Baylake Wealth Services,” said Robert Swank, Senior Vice President of Baylake Bank.

For more information, visit Baylake Wealth Services at www.baylake.com.

*Securities are offered by and financial consultants are registered with UVEST Financial Services,
Member
FINRA / SIPC. UVEST Financial Services and Baylake Wealth Services are independent entities. 

May Lose Value

Not FDIC Insured

Not Bank Guaranteed

Not a Bank Deposit

Not Guaranteed by any Government Agency