McFarland Investment Center
A Family-Focused Firm Working For You
At McFarland Investment Center, we believe that every individual deserves the opportunity to enjoy financial security. We seek to serve as a trusted resource and guide our clients through their investment journey and our primary focus is on protecting and preserving what matters most to them. We get to know our clients and guide them to investment strategies that are right for them.
As an LPL advisory service, our objectives are always aligned with our clients. We take our clients goals, expectations and risk tolerance into consideration with every recommendation that we make. We offer unbiased options and truly guide clients to plans that suit their needs, not ours. We are not driven by sales quotas or incentives and are dedicated solely to our clients’ best interests.
We specialize in helping hard-working families decipher the many complex aspects of financial planning. All of our strategies are custom-tailored to our clients with the goal of helping them pursue financial freedom. Contact us today to learn how McFarland Investment Center can help you pursue financial freedom.
Senior Financial Consultant
Timothy J. Kalamarz
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.
"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 resides in McFarland with his wife, their dog, and they have two 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.
Tim's office* is located inside McFarland State Bank at:
5990 US Highway 51 • McFarland, WI 53558
Call 608.877.7754 or e-mail at firstname.lastname@example.org .
*Tim is also available for appointments at our Stoughton and Sun Prairie branch locations.
Carina L. Moreland
With over 10 years of experience working with investment clients, Carina understands how important each person’s unique circumstances are as she helps plan and prepare for their future needs.
“I love working with my clients and educating them as we develop their financial plan. Whether it be for education, retirement or their distinctive personal goals, it’s important to develop a plan they understand and can be comfortable with.”
Carina started in the Finance Industry in 2005 and holds a degree in business management from Northwood University – Florida. Since 2010, she has qualified for the Series 7, Series 63, Series 65 and Series 24 exams, which are all held through LPL Financial. Carina also maintains her Life, Health and Long Term Care Insurance through the State of Wisconsin.
Having grown up in the village of Oregon, she appreciates the importance of a positive presence in her home community. When not at the McFarland Investment Center, you may find her volunteering at community events throughout Stoughton, participating in running/walking events in the area, or at the local bakery. Carina lives in Stoughton, WI with her husband and daughter.
Contact Carina today to arrange your free consultation.
Carina's office* is located inside McFarland State Bank at:
207 S Forrest St • Stoughton, WI 53589
Call 608.873.2067 or e-mail at email@example.com.
*Carina is also available for appointments at our McFarland 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.