Mound City Investment Services

Mound City Investment Services At Mound City Investment Services, we recognize that financial planning is a process and not a product. We look forward to working with you.

It is a process that involves discovering your goals and developing a plan to pursue those goals. We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial servic

es. We can help you address your needs of today and for many years to come. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). www.finra.org, www.sipc.org. Insurance products are offered through LPL or its licensed affiliates. Mound City Bank and Mound City Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mound City Investment Services, and may also be employees of Mound City Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mound City Bank or Mound City 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

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

As “Revenge Savings” sweeps the nation, keep in mind these words of encouragement from Warren Buffett.
06/10/2026

As “Revenge Savings” sweeps the nation, keep in mind these words of encouragement from Warren Buffett.

🚢From ships to shares, here’s a brief history of stocks 📊The first “stocks” were tied to dangerous sea voyages. Today? T...
06/03/2026

🚢From ships to shares, here’s a brief history of stocks 📊

The first “stocks” were tied to dangerous sea voyages. Today? They’re traded with a tap.

Swipe to explore:
⚫ The first company to issue stock
⚫ The world’s first exchange
⚫ Why stocks became so popular
⚫ How this centuries-old idea still drives markets today

Life changes fast — marriages, children, divorces, new priorities. Reviewing your beneficiaries is one of the simplest w...
05/28/2026

Life changes fast — marriages, children, divorces, new priorities. Reviewing your beneficiaries is one of the simplest ways to make sure your assets go to the right people when it matters most. Outdated beneficiaries can create major problems. Take 10 minutes this week to review yours.

Our offices will be closed Monday, May 25, 2026.
05/24/2026

Our offices will be closed Monday, May 25, 2026.

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA ...
05/20/2026

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA form is in.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

Don't let a deadline get in the way of money that's already available to you.

A topic no one wants to have with aging family members, but a conversation that needs to be had. A lot of people assume ...
05/13/2026

A topic no one wants to have with aging family members, but a conversation that needs to be had. A lot of people assume Medicare will cover long-term dementia or nursing home care, but in reality, many families end up spending thousands per month out of pocket, draining savings far faster than expected. Definitely a reminder that retirement planning is about more than just saving money — it’s also about planning for future care needs.

Retirement planner Tyler End shares common misconceptions about Medicare, long-term care, and aging costs.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/05/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
05/04/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
05/01/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?
04/27/2026

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

This calculator shows how inflation over the years has impacted purchasing power.

Address

25 E Pine Street
Platteville, WI

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+16083482685

Website

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