McFarland Investment Center
Timothy J. Kalamarz
As a Financial Consultant, Tim truly enjoys taking the time necessary to create a personal, customized plan for each of his clients.
“I enjoy assisting customers with their investment options and planning for their financial future. My approach centers around helping people understand their current financial landscape and to make sound decisions that address their financial goals, in their timeframe."
Tim has been providing investment advice and financial services to individuals and businesses in McFarland, Stoughton, Sun Prairie and the surrounding area since 2010 and has earned numerous awards in that time. In 2014, Tim was recognized by the Bankers’ Financial Systems Network of Madison, Wisconsin as the Most Valuable Representative of the Year for 2013. His positive attitude, dedication to client services and commitment to conducting ethical business with LPL Financial as well as overall production helped earn this award.
Tim has been working in the financial industry for almost 40 years and his qualifications include a Series 7 and Series 66, which he holds through LPL Financial, and his Life and Health Insurance licenses. He has been providing investment and financial services to individuals and businesses in McFarland, Stoughton, Sun Prairie and the surrounding areas since 2010. His main focus has always been on the customer, and he wants to make sure they are financially prepared for the future.
Tim resides in McFarland with his wife, their dog, and they have two grown children. When he is not helping clients, you can see him volunteering with community events, and working on his extensive board game collection.
So, how can Tim help you?
Whether you're trying to decide what to do with an old 401(k), want to learn more about various investment options, or would like to review your current portfolio, he can be your valuable resource for providing insight and information.
Contact Tim today to arrange your free consultation. Call 608.877.7754 or e-mail at firstname.lastname@example.org .
Tim's offices* are located inside McFarland State Bank at:
207 S Forrest St • Stoughton, WI 53589
5990 US Highway 51 • McFarland, WI 53558
*Tim is also available for appointments at our Stoughton - Lake Kegonsa and Sun Prairie branch locations.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services' U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. McFarland State Bank and McFarland Investment Center are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: MN and WI.