Brokerage
At Dakota Community Bank, our brokerage services are designed to help you build, manage, and protect your financial future with confidence.
Services Designed Around You
Financial Analysis
We take a comprehensive look at your financial picture to help you make informed decisions and build a strategy tailored to your goals.
Retirement Income Planning
Plan for a steady and reliable income in retirement so you can enjoy your future with confidence.
Estate Strategies
Help ensure your assets are distributed according to your wishes while minimizing tax impact and maximizing legacy value.
Income Protection
Prepare for the unexpected with strategies designed to protect your income in the event of illness or injury.
Long-Term Care Insurance
Plan ahead for potential healthcare needs and protect your financial independence later in life.
What Are You Planning For?
Your financial journey is unique, and we’re here to help answer the questions that matter most:
- How should I invest for my future?
- How do I generate income in retirement without running out of money?
- When should I take Social Security benefits?
- How will my estate be handled and taxed?
- What happens to my family if something unexpected occurs?
- How do I plan for long-term care needs?
These are important decisions—and you don’t have to make them alone.
Principal® Financial Network of the Dakotas
Principal® Financial Network of the Dakotas is part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group®. We help individuals, businesses, and their employees build, protect, and advance their financial well-being.
Securities and advisory services are offered through Principal Securities, Inc., member SIPC, a registered investment adviser and broker-dealer registered with the U.S. Securities and Exchange Commission. Products offered by Principal Securities®, Are not deposits, Are not insured by the FDIC or any federal government agency, Are not guaranteed by Dakota Community Bank & Trust, May go down in value, Involve investment Risk. Dakota Community Bank & Trust and Dakota Community Investments is not registered as a broker-dealer or investment advisor. Jason Stahl, Grayden Stone, and Tanner Steffan, Principal Securities Registered Representative and Financial Advisor. Principal Securities 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. This endorsement is provided by Dakota Community Bank & Trust (“Promoter”), who is not a current client or investor of Principal Securities, Inc. (“Investment Adviser”). Promoter receives up to 82% of gross compensation in return for their endorsement if you become a client of Investment Adviser. Promoter’s receipt of cash compensation creates an incentive for Promoter to refer you to Principal Securities rather than to other investment advisers with which it does not have similar referral agreements, resulting in a conflict of interest for Promoter. Dakota Community Bank & Trust and Dakota Community Investments is not an affiliate of Principal Securities, Inc.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Find a broker, investment or financial advisor on BrokerCheck Principal Securities Form CRS, Customer Relationship Summary, available here