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About Us
/Our Broker/Dealer

Our Broker/Dealer

Our Broker/Dealer

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, IA, IL, KS, KY, MI, MN, MO, NC, SC, SD, UT, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are not offered through and are separate from Commonwealth. Peoples State Bank and Peoples Wealth Management are not registered as a Broker Dealer or Registered Investment Adviser. Peoples State Bank and Commonwealth are separate and unaffiliated entities

Peoples State Bank and Commonwealth are engaged in a referral arrangement where Peoples State Bank refers potential clients to Commonwealth. Peoples State Bank receives a percentage of the commissions and fees, as applicable, received by Commonwealth resulting from these referrals. In instances where the Advisor is also an employee of Peoples State Bank, Peoples State Bank receives a substantial percentage of such fees and commissions. These payments create a financial incentive for Peoples State Bank to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. Peoples State Bank is not a client of Commonwealth. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search them wherever local business is reviewed.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

Form CRS: Client Relationship Summary

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Peoples Wealth Management 1905 W Stewart Ave Wausau, WI 54401 | P715.842.2191