Investment Team

Sarah Wells

 

Investment Executive
Investment Services Manager

St Louis Park or by appointment at any location

952-915-8560
Sarah.Wells@planwithcis.com

  • Holds Series 7, 24, and 63 securities registrations
  • Registered in the State of Minnesota to do advisory business
  • Licensed by the State of Minnesota for insurance
  • 16 years of financial services experience
   

Tom Hebig

 

Investment Executive

Hopkins

952-908-2262
Tom.Hebig@planwithcis.com

  • Holds Series 7 and 63 securities registrations
  • Licensed by the State of Minnesota for insurance
  • 23 years of financial services experience
   

Maren Jenkins

 

Investment Executive

Hopkins

952-908-2251
Maren.Jenkins@planwithcis.com

  • Holds Series 7 and 63 securities registrations
  • Licensed by the State of Minnesota for insurance
  • 14 years of financial services experience
   

 

Securities and insurance products are offered by Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers LLC. Neither firm is affiliated with Citizens Independent Bank or its related companies. Investments are: Not FDIC insured May go down in value Not financial institution guaranteed Not a deposit Not insured by any federal government agency.

View Cetera Investment Services privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by an Investment Adviser Representative in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided. Registered address: 5000 West 36th St, St. Louis Park, MN 55416.

Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera, nor any of its representatives may give legal or tax advice.