Log In Personal Banking Manage & Plan Personal Investments Personal Investments Smart financial investing isn’t about how much money you have. It’s about what you do with that money. Having a variety of investments is important because it allows you to create a flexible plan based on your current needs and future goals. Find a financial advisor Find a Bremer location Advisory Services Jumping straight into the deep end of financial investing can be overwhelming. That’s why our financial advisors meet with you to ask about your financial goals and get a better understanding of what kind of investor you want to be. All of our financial advisors are registered representatives of Raymond James, so they specialize in identifying the best investment options for you based on your current assets, future plans and tolerance for risk. Brokerage Services Build the portfolio you want with the expertise of your financial advisor. We’ll help you buy and sell the specific stocks, bonds, mutual funds and annuities that align with your financial goals. Your financial advisor will monitor your investments and provide advice based on market performance and trends. Asset Management Nobody can predict what the investment market will look like 10 to 20 years from now. That’s why we recommend an asset management strategy that’s designed to help you achieve your financial goals while helping you avoid unnecessary risks. Asset management works by spreading your assets across different types of investments that all react differently to economic developments. This long-term strategy creates a stable portfolio that keeps you moving forward even when the market shifts. Retirement Accounts When most people think of their “nest egg” there’s a good chance that it’s sitting inside of a 401k or an Individual Retirement Account (IRA or Roth IRA). Your financial advisor can help you manage your existing account, consolidate accounts and provide retirement account options that may avoid tax penalties. Traditional IRA Talk to a financial advisor Am I eligible to contribute? Are my contributions deductible? How much can I contribute? Can I withdraw money? Are my withdrawals and distributions taxable? Am I required to take distributions? Roth IRA Talk to a financial advisor Am I eligible to contribute? Are my contributions deductible? How much can I contribute? Can I withdraw money? Are my withdrawals and distributions taxable? Am I required to take distributions? Financial Services to Keep You on the Right Path Manage your money smarter with a financial plan Insurance planning to protect what matters Access specialized services with private banking Cultivating thriving communities We're here to help the people who grow our food, build our economy and call us neighbors meet their financial goals — now and in the future. Company Insights Support Lost or Stolen Cards Online Banking Help Security Tips and Tools See All Topics 800-908-2265 Security Privacy Accessibility Account Agreements © 2020 Bremer Financial Corporation. Investment products are not insured by bank insurance, the FDIC, or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Securities are offered through Raymond James Financial Services, Inc. member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Bremer Investments, Bremer Insurance, Bremer Wealth and Bremer Bank are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Raymond James Privacy Notice BrokerCheck