Investments
Dakota Community Bank & Trust Investments, offered through Principal Securities, Inc., is here to help you create an effective and personalized financial plan. Successful investing starts with clearly defined goals. By understanding your priorities, timeline, and vision for the future, we help align your investment strategy with your long term aspirations.
Investment Service Options
Investment Management
Business owners insurance combines essential coverages into one streamlined policy. It typically includes property insurance, general liability protection, and business interruption coverage. This option is well suited for small to mid sized businesses looking for broad protection with simplified management.
Retirement Planning
Our retirement planning services help you prepare for life after work with confidence. From building retirement savings to planning distributions, we help ensure your retirement strategy supports your desired lifestyle and long term income needs.
401(k) & Profit Sharing Accounts
We assist businesses and individuals with the design and management of 401(k) and profit sharing plans. These services help support employee retirement readiness while aligning plan strategies with overall business and personal financial goals.
Stocks, Bonds & Mutual Funds
We offer access to a wide range of investment options, including stocks, bonds, and mutual funds. These investments are selected and structured to support diversification, income needs, and long term growth objectives.
Individual Stock Portfolios
For investors seeking a more tailored approach, individual stock portfolios provide customized investment strategies. Portfolios are built and managed based on your financial goals, preferences, and risk tolerance.
Insurance & Annuities
Insurance and annuities can play an important role in managing risk and supporting income planning. We help integrate these solutions into your overall financial plan to support stability and long term financial security.
A Relationship Focused Approach
We believe wealth management is about more than investments. It is about relationships, trust, and long term partnership. Our team takes the time to understand your full financial picture so we can deliver thoughtful guidance and proactive service as your needs evolve.
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