First Citizens Investment Services
Through First Citizens Investment Services' agreement with LPL Financial, customers have access to a variety of financial products and services, including professional money management, retirement planning, stocks, bonds, mutual funds, annuities, IRAs, life insurance, long term care and much more.
LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer. Headquartered in Boston, San Diego, and Charlotte, LPL Financial and its affiliates offer industry-leading technology, training, service, and unbiased research to financial advisors, financial institutions, and institutional clearing and technology subscribers.
LPL Financial and its approximately 3,000 employees serve financial advisors through Independent Advisor Services, supporting financial advisors at all career stages; Institution Services, focusing on the needs of advisors and program managers in banks and credit unions; and Custom Clearing Services, working with broker/dealers at leading financial services companies.
Your Bank ("Financial Institution") provides referrals to professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Citizens State Bank and First Citizens Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name First Citizens Investment Services, and may also be employees of First Citizens State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of First Citizens State Bank or First Citizens Investment Services. The First Citizens Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, IL, KY, MN, PA, SC, TN, and WI. Securities and insurance offered through LPL or its affiliates are:
Aurelio Callope, Vice President, LPL Registered Financial Advisor
Aurelio Callope has been serving clients in the investment and financial advising industry since 2002 and in the broader financial services industry for over 27 years. He and his wife, Diana, have been Whitewater residents for over 25 years and raised two sons. Aurelio is and has been involved in the local community serving in various capacities with his church and local organizations including the Whitewater Rotary Club, Whitewater Soccer Club, and Whitewater Unified School District. His educational background includes attending Marquette University and University of Wisconsin – Whitewater where he earned his Bachelors of Business Administration Degree – Finance in 1989. Aurelio is a fully registered, insurance licensed, experienced financial professional.
Located within the main branch of First Citizen’s State Bank on Main St., the financial services team is available by appointment to provide clients with personalized and professional financial guidance.
Susan Foley, LPL Registered Sales Assistant
Susan Foley joined the investment services team at First Citizens in 2016 but has been serving clients in the industry since 2004. She is enthusiastic about assisting clients with their financial needs. In her spare time, she enjoys spending time outdoors, traveling, and participating in church activities. As a graduate of the University of Wisconsin – Madison she earned her Bachelor’s degree in Business Administration. Susan is excited to be part of the First Citizens Investment Services team, and to assist Aurelio Callope in providing excellent service to our clients.