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Cherokee Investment Management

Get in Touch with Our Team!

The first step to a better financial future is to contact Brandon Slaughter, LPL Financial Advisor. He’ll work with you one-on-one to understand your goals, evaluate your current situation, and develop a financial plan specific to your needs. Brandon specializes in Wealth Management, Investment Management, and more. 

Call Brandon at (712) 225-6360 to schedule your appointment.


How We Can Help:

Cherokee Investment Management Services can help you address a number of financial concerns:

  1. Streamlined financial management to help you with a child’s education expenses or purchasing a new home.
  2. Defer income to reduce your income taxes.
  3. Ensure you are financially independent in retirement.
  4. Effectively and affordably manage risk.
  5. Create an efficient plan for distribution of your estate and estate tax considerations.

 


What We Have To Offer:

Retirement Planning:

  • IRAs, 401(k)s, 403(b)s, 457(s)
  • Self-directed plans
  • Pension & profit sharing
  • Plan design/review
  • Rollovers
  • College savings 

 

Equity Investment Management:

  • Mutual funds
  • Common stock
  • Preferred stock
  • Variable annuities

 

Fixed Income Investment Management:

  • Fixed annuities
  • Municipal bonds
  • Unit investment trusts
  • Government securities
  • Corporate bonds

 


 

Stay Connected With Us:

Follow Cherokee Investment Services on Facebook, LinkedIn, and X. We post about LPL Weekly Market Commentary Financial Management tips, and community events. 

Check Out our Blog!

Dive into our blog to stay ahead in the world of finance. We offer the latest financial news, comprehensive resources, and educational insights to help you make informed decisions. Whether you're a seasoned investor or just starting out, our blog is your go-to destination for everything finance-related. Check out our Blog here.


 

Check the background of this financial professional with Broker Check by FINRA.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cherokee State Bank and Cherokee Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Cherokee Investment Services, and may also be employees of Cherokee State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cherokee State Bank or Cherokee Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency - Not Bank Guaranteed - Not Bank Deposits or Obligations - May Lose Value 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, Colorado, Iowa, Minnesota, Missouri, Nebraska, South Dakota, Texas, Virginia, and Wisconsin.

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