Investment Services

Let Us Help You Navigate Your Investment Choices

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  • Develop an Investment Strategy Tailored to Your Goals and Needs
  • Retirement Planning for Individuals and Businesses
  • Retirement Account and IRA Rollovers
  • Assistance in Determining Your Financial IRA Rollovers
  • Education Funding

Offering a full line of investment products including:

  • Life Insurance
  • Mutual Funds
  • Stocks and Bonds
  • Fixed, Variable, & Indexed Annuities
  • Traditional and Roth IRAs
  • 401K, 403b, and 457 plans
  • Simple and SEP IRAs

Insurance Services

  • Long Term Care
  • Life (Term, Whole, Universal, and Variable)
  • And More

Scott Mahlum
Registered Representative

Located at: Alliance Bank | 245 Eau Claire St. | P.O. Box 187 | Mondovi, WI 54755
Office: (715) 926-4234

scott.mahlum@osaicwealth.com
Customer Relationship Summary 

BrokerCheck

Not FDIC Insured, No Bank Guarantees, May Lose Value. Not a Deposit and Not Insured by any Government Agency.
This site is published for residents of the United States and is for information purposes only and does not constitue an offer to sell or solicitation of an offer to buy any security or product that may be referenced herein.  Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration.  Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.  The Osaic Wealth, Inc. companies are separate from all other named entities.  Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC. Scott Mahlum, Registered Representative.