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Stephenson Financial Services Ranked
#1 |
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Bankers’
Bank of
Madison,
Wis.
recently
named
Stephenson
Financial
Services the
top
producing
bank retail
investment
program for
2007. |
Mike Sbonik
(left)
celebrates
with Greg
Salmen after
receiving
his fourth
consecutive
“Representative
of the Year”
award. |
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Stephenson
Financial
Services,
the
investment
arm located
within The
Stephenson
National
Bank & Trust
(SNB&T), is
part of a
group of 28
bank retail
investment
programs
which
utilize
services
offered
through
Bankers’
Bank
Financial
Services
Network (BFSN). |
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Mike
Sbonik of
Stephenson
Financial
Services was
named
Banker’s
Bank’s
“Representative
of the Year”
for
finishing
number one
in overall
production
for the
fourth year
in a row.
Moreover,
Sbonik was
honored as a
Patriot’s
Club Member
at LPL
Financial’s
recent FIS
Top
Producers
Conference.
This
recognition
is reserved
for only the
top six
percent of
all LPL
Financial
advisors
nationwide
and is based
on revenue
produced. |
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This
prestigious
conference
featured
speakers
such
as
Coach
Lou
Holtz,
who
gave
great
insight
into
success
and
having
a
winning
attitude.
Sbonik
joined
close
to
300
other
financial
institution’s
representatives
from
around
the
United
States
to
network,
share
ideas
and
receive
his
award.
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“This
award
demonstrates
our
focus
on
client-centered
strategies
and
high
service
standards,”
said
Greg
Salmen,
senior
vice
president
and
trust
manager
at
SNB&T.
“Our
vision
is
to
provide
clients
in
our
community
with
the
best
and
most
comprehensive
non-proprietary
investment
and
insurance
products
and
services
available.” |
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Sbonik
joined
the
bank’s
investment
team
at
Stephenson
Financial
Services
in
May
2003.
He
holds
the
CERTIFIED
FINANCIAL
PLANNER™,
Graduate
Estate
Planning
Consultant®,
and
Chartered
Life
Underwriter™
advanced
designations. |
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Stephenson
Financial
Services
offers
clients
objective
advice
and
expertise
in
retirement
planning,
investment
management,
college
funding,
real
estate
investment
trusts
(REITs),
and
life
insurance
planning.
Personal
appointments
with
a
Stephenson
Financial
Services
financial
advisor
can
be
arranged
by
calling
SNB&T
at
(715)
732-1732. |
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Stephenson
Financial
Services
financial
consultants
are
registered
representatives
with
and
securities
and
insurance
products
are
offered
through
LPL
Financial
&
its
affiliates.
Member
FINRA/SIPC.
Not
FDIC
insured;
No
bank
guarantee;
May
lose
value;
Not
a
bank
deposit;
Not
insured
by
any
Federal
Government
Agency. |
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