Investment and Insurance Products offered through Osaic Wealth, Inc.: * Are NOT Bank Deposits * Are NOT FDIC Insured * Are NOT Guaranteed by any Financial Institution * Are NOT Insured By Any Government Agency * May Lose Value
Why choose us for personal investments
Start building your savings with GRSB’s personal investment services.
Our Philosophy
We serve our clients as people, not numbers. They deserve only the best, most complete array of products available delivered with superior customer service.
Ongoing Support
You work hard for your money, and we want to see you succeed on your path to financial independence. Unlike some brokers who forget about you after a sale is made, our relationship is just beginning. At Grand Rapids State Investments, you will receive yearly financial reviews, and we’ll make you aware of opportunities that make sense for you and your portfolio.
Our Experience
Our financial advisor has years of experience in assisting families, individuals and businesses with their investment needs. This experience can help you make good decisions for transferring wealth, saving for retirement, building wealth, starting a college fund or achieving any of your investment goals. Our financial advisor is a registered representative of Osaic Wealth, Inc., our partner for providing investment products and services.
No matter your goals, we have the solutions to get you there.
Securities
- Mutual funds
- Stocks
- Bonds
- REITs
- Tax advantage products
Annuities
- Fixed
- Variable
- Indexed
Business Retirement Plans
- SEP
- SIMPLE
- 401(k) plans
Individual Retirement Plans
- Traditional IRA
- Roth IRA
Retirement Planning
- Retirement goal setting
- Specific illustration of required actions to help achieve goals
- Alternative strategies
Financial Planning
- Personal, complete planning service
- Recommendations and illustrations
College Education Planning
- Needs analysis
- Illustration of funding alternatives
- Review of investment options
Investments
- Risk assessment
- Asset allocation
- Graphic comparison of current portfolio to alternatives
- Periodic performance review
Investments, insurance and investment advisory services are offered through Osaic Wealth, Inc., an independent broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Adviser. Their Client Services phone number is 877-310-4977. Grand Rapids State Bank and Osaic Wealth, Inc. are not affiliated. Scott Sarkela is a Registered Representative and Investment Advisory Representative of Osaic Wealth, Inc.
Grand Rapids State Investments’ advisory services and investments:
- Are not FDIC insured
- May lose value
- Are not bank guaranteed
- Are not insured by any government agency
- Are not a deposit
We provide the latest account and market information to keep you up to date. To access GRSI Online, you simply need Internet access.
The following link will provide you direct access to your investment accounts:
- Click here to access Osaic Wealth, Inc. account viewing and online paperless documents for Pershing brokerage accounts
Retrieve Account Information Fast!
Review your account balances as of the previous business day, current market value for each position, even up to 90 days of account history. Unsure of the status of your order? Check the order status for an intra-day update of any filled, open or cancelled order.
Online Professional Tools
Accessing account information and placing orders is just the start! A variety of calculators, online help and an interactive tutorial complement the full range of services that GRSI Online has to offer.
Access Valuable Market Information
Gather research, related market data and quotes to make more informed investment decisions. Quotes from all U.S. exchanges, news headlines and U.S. market performance summaries provide the market information that you need.
Meet our Financial Advisor.
Scott Sarkela
Financial Advisor,
Minnesota Insurance License #46704