Hanzlik Financial Services – Let us help you reach your financial goals

Let us help you reach your financial goals.

Accomplish Your Long-Term Financial Objectives

Since 1990, at the various First State Bank and Trust locations, Hanzlik Financial has offered you an extensive range of investment and insurance services. Rich Hanzlik and Kyle Heller, independent investment representatives, are ready to help you formulate a strategy for your financial future that is goal-oriented, yet realistic for your lifestyle.

Hanzlik Financial gives you access to a wide range of financial and insurance products, including:

Comprehensive Fee Based Financial Planning
Wealth Accumulation and Distribution Strategies (Rollover 401(k), Brokerage, Mutual Funds, Annuities, and Investment Advisory Accounts)
College Education funding Strategies (529 Plans, Coverdell’s, and UTMA/UGMA’s)
Protection Strategies (Life Insurance, Disability Insurance, and Long Term Care Insurance)
Employer Sponsored Planning (401(k), SEP, and IRA’s)
Business Strategies (Key Person, Executive Benefits, Valuations, and Succession Strategies)

Whether you’re looking to protect yourself, your family, or your business, we are ready to provide solutions.

* Financial Advisors do not provide tax or legal advice and this should not be considered as such. Please consult a tax or legal professional for advice regarding your specific situation. CRI Securities, LLC, Securities, Investments and Investment Advisory Services. Securian Financial Services, Inc., Variable Products, Securities and Investment Advisory Services. North Star Consultants, Inc., Insurance Products and Services. Hanzlik Financial Services offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. Hanzlik Financial Services is independently owned and operated.

Additional information about individuals registered with FINRA can be found on FINRA’S BROKERCHECK

Our Financial Solutions

Personal & Family Solutions

Whether you’re saving for retirement, investing for the future, funding a college education or reaching for any of a hundred other financial goals, we can help.

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Business Solutions

For your business to reach its full potential, you need to understand the financial tools at your disposal. We can apply our expertise to help your business succeed.

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Hanzlik Financial Services and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Hanzlik Financial Services are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. For information about which individuals associated with Hanzlik Financial Services are Securian and CRI Securities, LLC's behalf, please contact Securian at 1-800-820-4205. (1647844/DOFU 12-2016)

First State Bank and Trust does not offer any securities or investment advisory services. CRI Securities, LLC, Securian Financial Services, Inc. and Hanzlik Financial Services are not affiliated with First State Bank and Trust.

Not FDIC/NCUSIF Insured * Not a Deposit Product * No Bank/Credit Union/Affiliate Guarantee * May Lose Value * Not a Condition of Any Bank/Credit Union Service * No Guarantee of Insurance Underwriter Performance.