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Working to make Dollars and
Sense of your investments


Located in Eagle Bank Building
2 S. Franklin Street
Glenwood, MN 56334

Phone: 320-634-3634

Lisa Berg

Lisa has over 15 years of experience in the financial services industry as an Administrative Assistant/Para Planner. Lisa assists the Advisor and Clients to help provide solutions and solve issues. She holds her Series 7 and Series 66 licenses.

Lisa D. Berg
Administrative Assistant
lisa.berg@securitiesamerica.com


Annuities and Insurance Products are guaranteed, underwritten, and issued exclusively by the respective insurance companies. Penalties may apply for early withdrawal.

Securities offered through Securities America, Inc., Member FINRA/SIPC, 1-800-747-6111. Advisory services offered through Securities America Advisors, Inc., Eagle Financial Services and Eagle Bank are not affiliated with the Securities America Companies.

Not FDIC Insured – No Bank Guarantees – May Lose Value - Not a Deposit - Not Insured by Any Federal Government Agency