Badger Bank

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For a limited time at Badger Bank we are offering the following CD specials:

12 month CD special
Rate 0.60% (APY = 0.60)
New money deposit only with a minimum of $2,500

19 month CD special
Rate 0.65% (APY = 0.65)
New money deposit with a minimum of $2,500
To be eligible, customer must maintain or open a checking account

Open your BADGER BANK MONEY MARKET MAX account today! Receive an APY of up to 0.10% on your funds. See our deposit rates for more details.

IMPORTANT DISCLOSURES

Trust & Investments

Trust Services
Your Online Trust Account
Investments
Retirement/IRA

Trust Services

Trust and Estates

Our Trust Department offers comprehensive Trust and Estate Services tailored to meet your objectives. Our experienced and professional staff will provide expert guidance during the planning and execution of Estates, Wills, Trusts or Guardianships. Services include:

Estate Planning
Estate Settlement – Personal Representative
Trustee of Living Trusts
Trustee of Testamentary Trusts
Guardian of Estates of Minors and Disabled Adults
Conservatorships
Individual Retirement Accounts (IRAs)
Investment Management
Custodial Service for Investor-directed Accounts
Retirement Planning and 401(k) Rollovers
Retention and Transfer of Wealth
Charitable Giving
Comprehensive Investment Services*

Notice: Non-deposit investment products are not insured by the Federal Deposit Insurance Corporation: are not obligations or deposits of, or guaranteed with respect to principal and interest by Badger Bank: and are subject to investment risk, including the loss of principal, fluctuation or loss of interest or both.

Call for a FREE consultation with our Trust Officer – Ann Herdendorf, CTFA. Trust Department services are competitively priced and you’ll find many advantages dealing with a local fiduciary. Contact us at (920) 563-2478 or trust@badgerbank.com. Badger Bank is a designated Trustee for the Fort Atkinson Community Foundation.

Trust Department Fax Number: (920) 563-9250

Investments

Badger Bank has a full service Trust and Investment Department, providing brokerage services and investment advice to individual investors. Our experienced staff will provide complete asset management services to investors who seek advice and direction, or administrative maintenance for investors who choose to direct their own investments, at very competitive fees. Retirement distributions; 401(k) rollovers; Traditional, Educational and Roth IRAs are also administered with a broad selection of investment options and flexible risk tolerances to suit any client. Investment products include:

Common and Preferred Stocks
Mutual Funds
Exchange Traded Funds
Corporate Bonds
Government and Agency Bonds
Mortgage Backed Securities
Municipal Bonds

Notice: Non-deposit investment products are not insured by the Federal Deposit Insurance Corporation: are not obligations or deposits of, or guaranteed with respect to principal and interest by Badger Bank: and are subject to investment risk, including the possible loss of principal, fluctuation or loss of interest or both.

Contact Ann Herdendorf, CTFA at (920)563-2478 or e-mail: trust@badgerbank.com for a free consultation, including Portfolio Analysis, Retirement Planning, Personal or Family Financial Planning, or Professional Cash Management. Our Trust Department is a designated Trustee for the Fort Atkinson Community Foundation.

Retirement/IRAs

Badger Bank full service Trust and Investment Department is always available for a FREE RETIREMENT PLANNING ASSESSMENT. Our experienced staff can help you shape the direction of your investments to maximize your financial goals when you reach retirement. If you have a 401(k) plan or other retirement accounts with a former employer, we can assist you with a transfer that will provide local, responsive direction of your investment. We can also help you with an Individual Retirement Account (IRA) that can help supplement your income at retirement. We’ve helped hundreds of customers establish ROTH IRAs that could potentially provide tax-free income for their retirement. Consult your tax advisor for more information. Contact us for more information regarding:

401(k) Rollovers
Retirement Conversions
Traditional IRAs
ROTH IRAs
Coverdell Educational IRAs
Retirement Planning
Financial Planning
Estate Planning
Equity Investing

Notice: Non-deposit investment products are not insured by the Federal Deposit Insurance Corporation: are not obligations or deposits of, or guaranteed with respect to principal and interest by Badger Bank: and are subject to investment risk, including the loss of principal, fluctuation or loss of interest or both

Contact Ann Herdendorf, CTFA at (920) 563-2478 or e-mail trust@badgerbank.com for a free retirement/investment consultation. You’ll enjoy our personalized approach to providing investment solutions tailored just for you.