Investment Offerings and Financial Planning

Landmark Investments offers a variety of investment services and products to help you plan for the future.

Investment Services You Can Trust

Stocks

The foundation of a solid portfolio, Landmark Investments will work with you to build a stock portfolio that best fits with your financial goals. The advisors at Landmark Investments will work with you to design a stock portfolio that best fits your financial goals.

Bonds

Bonds are essentially IOUs issued by companies or government agencies that pay investors a predetermined interest rate over a set period of time. The advisors at Landmark Investments offer taxable and non-taxable bonds.

Exchange-Traded Funds (ETFs)

The advisors at Landmark Investments offer EFTs, a diversified type of investment similar in some respects to stocks. Landmark Investments can assist you in determining if EFTs make sense for your portfolio.

Unit Investment Trusts

Unit Investment Trusts (UITs) give you access to a variety of asset classes (stocks, bonds, commodities) without having to pick individual investments. The advisors at Landmark Investments can help you determine if UITs make sense for you.

Certificates of Deposit (CDs)

A CD is a savings certificate with a fixed maturity date and interest rate. The advisors at Landmark Investments offer a variety of CDs, including brokered CDs and equity-linked CDs. Find out if investing in CDs is right for you.

Mutual Funds

Mutual funds are a mix of assets (typically stocks and bonds) that can diversify your portfolio in one investment. Mutual funds can be a healthy addition to any portfolio. Our advisors offer the full range of top mutual fund products.

Annuities

An annuity is an insurance contract that guarantees you a continuous stream of payments for a specified premium. The advisors at Landmark Investments offer fixed, variable and fixed indexed annuities.

Alternative Investments

The advisors at Landmark Investments provide alternative investments such as non-traded real estate investment trusts (REITs) and commodities such as precious metals. Contact us to learn more.

Managed Accounts

At Landmark Bank and Landmark Investments, we understand that the process of investing can be confusing, but you don’t have to do it alone. Our professional investment advisors can look after your portfolios on your behalf and manage your accounts so you don't have to.

Landmark Investments

* Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc., member SIPC/FINRA. View Raymond James' Privacy Notice.

Securities and Insurance products are: ♦ Not FDIC insured ♦ Subject to risk and may go down in value ♦ Not financial institution guaranteed ♦ Not a deposit ♦ Not insured by any federal government agency.

Landmark Bank and Landmark Investments are not registered broker-dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Landmark Bank Wealth Management

Investment products and services provided by Landmark Bank Wealth Management are not FDIC insured, not insured by any federal government agency, not a deposit or bank obligation, not financial institution guaranteed, subject to investment risk, including potential principal loss.

DeAnn Peter*Vice President, Investment ExecutiveColumbia,MO(573) 499-7317Check the background of this investment professional onFINRA Broker Check

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Meet OurTeam

When navigating the complex world of personal finances, it is important to have someone to lean on for help and advice.

Retirement

Retirement Planning

The investment advisors at Landmark Bank can help you develop a solid retirement plan, so you can enjoy your golden years stress-free. Explore all our retirement account options.

Estate Planning

Our team offers comprehensive estate planning services and wealth management services to ensure your assets are distributed according to your wishes.