Investments

Whether you’re looking for growth, additional income or tax advantages, you need an experienced investment professional who can help you plan an investment strategy that will suit your specific goals and objectives.

 

Here are a few of the services and products offered:

  • Mutual Funds
  • Fixed/Variable Annuities
  • Retirement Planning
  • Estate Advantaged Investing
  • Periodic Investment Plans
  • College Planning
  • Tax-Favored Investing
  • Automated Sweeps Processing

 

Kermit Iverson

Kermit Iverson with Cetera Investment Services, LLC. located at the Roseville North Star Bank location can help customers with easy access to a full range of investment services. Now you can enjoy the convenience of conducting your investment business in a familiar location. Kermit would be more than happy to discuss your investment goals and objectives. 

Phone: 651 487-4412

Email: kermit.iverson@ceterais.com

 

Check the background of this investment professional on FINRA’s Broker Check

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.

Investments are:

  • Not FDIC/NCUSIF insured
  • May lose value
  • Not financial institution guaranteed
  • Not a deposit
  • Not insured by any federal government agency.

Click here to view Cetera Investment Services Privacy Policy, other Important Information, and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

FINRASIPC

PrimeSweep

What is a PrimeSweep Account?

PrimeSweep links your checking account to a money market fund so you can earn market rates on your excess cash. When the balance in your checking account exceeds a predetermined amount, the excess cash sweeps to the money market fund. Similarly, when your checking balance falls below the predetermined amount, money is swept back into the account.

How will a PrimeSweep Account benefit my business?

A PrimeSweep Account keeps your cash hard at work for you. Sweeping your excess funds into a money market account, thus allowing you to earn market rates, while at the same time keeping your cash liquid.

How do I sign up?

To see if the PrimeSweep product is right for you, call Cetera Investment Services Representative Kermit Iverson, at 651-487-4412 or email at kermit.iverson@ceterais.com

Money market funds are sold by prospectus. For additional information, including charges and expenses, consult the prospectus and read carefully before investing or sending money. A prospectus may be obtained from a registered representative. Money market mutual funds are neither insured nor guaranteed by the FDIC or any government agency. There can be no assurance that any money market fund will be able to maintain a stable net asset value of $1.00 per share.

iconnect2invest.com

What is iconnect2invest.com?

iconnect2invest.com is the online brokerage service of Cetera Investment Services.

How can I get started?

For more information, or to get started using iconnect2invest.com, contact Kermit Iverson at 651-487-4412.

If you’re an existing customer of the iconnect2invest.com product and know your account number and password, click here.

 

Ready to get started?

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