Investment Services

Cetera Investment Services LLC, offers a variety of products and services to meet all of your investment needs. We offer both full service investments with our investment representative and online brokerage for those who want to manage their portfolio on their own. For more information or to make an appointment with Lisa McCue call (608) 868-9761 today.

Full Service Investments

Cetera Investment Services' representative can help you with the following investing needs:

  • Retirement funding
  • Saving for college, vacations, or other large expenses
  • Portfolio review service
  • And more!

Contact Information

202 Merchant Row
Milton, WI 53563
Phone: 608-868-9761

Advisory services are offered through Cetera Investment Advisers LLC. Securities and insurance products offered through Cetera Investment Services LLC, Member SIPC/ FINRA. Investments are: *Not FDIC insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Cetera is under separate ownership from any other named entity.

Check the background of this investment professional on FINRA's BrokerCheck.

View Cetera's privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to person outside of the United States.

For more information or to make an appointment with Lisa McCue please call (608) 868-9761 today.