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  • Home
  • Who We Are
    • Springfield Staff
      • Dave Milbrath, CFP®
      • John Mueller, PPC®
      • Jordan Milbrath, CFPA™
      • Molly Meendering
      • Jo Reiner
      • Diane Kretsch
      • Sara Bast
    • Spencer Staff
      • Cole Milbrath
      • Alex Johnson, CFP® AIF®
      • Leonard Langner
      • Rhonda Maassen
    • About Us
      • Our Firm
      • Office Locations
  • Products & Services
    • Financial Services
      • Comprehensive Financial Planning
      • Retirement Planning
      • Estate Planning
      • Business & Farm Succession Planning
      • Individual Retirement Accounts (IRAs)
      • Employer Sponsored Plans
      • Portfolio Management
      • Wealth Accumulation & Preservation
    • Investment Services
      • Mutual Funds
      • Variable Annuities
      • Fixed Annuities
      • Stocks
      • Bonds
    • Insurance Services
      • Life Insurance
      • Long-Term Care Insurance
  • For Clients
  • Get a Quote
  • Resources
    • Market Watch
    • Financial Charts
  • Locations
  • Contact

Mutual Funds

We offer access to a vast array of mutual fund options including multiple fund companies.  When choosing the right mutual fund it is important to know your investment objective and your risk tolerance.  Each mutual fund may have a specific investment structure, sector or method.  The important key is find the mutual fund that matches and compliments your overall investment objective.

What is a Mutual Fund?

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities.

Mutual funds have both advantages and disadvantages compared to direct investing in individual securities. They are generally the most common investment vehicle for retirement plans, such as the 401(k) in the United States.

Investors should consider the investment objectives, risks, charges, and expenses of the investment company carefully before investing. This, as well as other important information, is contained in the prospectus. Please read it carefully before investing or sending money. For more information, or to request a prospectus, contact your Registered Associated Person. Investing in mutual funds involves risk, including possible loss of principal.

Account Access

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Springfield Office

  • (507) 723-4811

  • (800) 772-8809

  • (507) 723-5950

  • 101 N. Marshall Ave.
    PO Box 205
    Springfield, MN 56087
    View All Locations

Spencer Office

  • (712) 262-2600

  • (833) 275-1682

  • (712) 262-2600

  • 122 W. 5th St.PO Box 7980Spencer, IA 51301View All Locations

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Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, IA, MN, SD, WI.

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