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Baylake Wealth Services Advisors Recognized for Brokerage Service
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Brian
R. Hartl CMFC, CRPC
(920) 743-5551
extension 1066
1-800-267-3610 |
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Suzanne S. Udoni
(715) 256-6305
1-800-267-3610 |
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Ryan
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.
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May Lose Value |
Not FDIC Insured |
Not Bank Guaranteed |
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Not a Bank Deposit |
Not Guaranteed by any Government Agency |
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