Wealth Management Officer
Office: (701) 751-8520
Jerry serves as a financial advisor and trust officer. He develops custom wealth plans based upon clients’ unique needs, which may include investments, retirement income, risk management, estate planning and business transition planning – including farms and ranches. Jerry graduated from University of South Dakota with a business administration degree. He holds Series 7 and 66 securities licenses and a life and health insurance license.
Jerry comes from a big family, having seven siblings and 30 nieces and nephews. He admires his parents for somehow raising eight kids while keeping their sanity and nurturing a family that still gets along.
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Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. First International Bank & Trust and First International Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured First International Bank & Trust deposits and are not FDIC insured. These products are not obligations of First International Bank & Trust and are not endorsed, recommended or guaranteed by First International Bank & Trust or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they properly registered. Please note that not all of the investments and services mentioned are available in every state.