Through First Citizens State Bank’s 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.
“Whether you’re planning for your retirement or children’s education, we understand the vital importance of tailoring financial products and insurance services to address the needs and wants of our customers. That is what comprehensive guidance and planning is all about—offering the most appropriate and competitive investment strategies and financial advice especially designed to help our customers work toward meeting their financial needs and objectives,” said James Caldwell, President, First Citizens State Bank.
About LPL Financial
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.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. First Citizens State Bank and First Citizens Investment Services are not registered broker/dealer(s) and are not affiliated with LPL Financial.
Not FDIC Insured | No Bank Guarantee | May Lose Value Not a Deposit | Not Insured by any Federal Government Agency
First Citizens Investment Services Staff
Aurelio Callope and Susan Foley
Aurelio Callope – 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.
Fax: (262) 473-5769
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. As a life insurance and securities representative, she is excited to assist clients with their financial needs. Susan is new to the Whitewater area, while maintaining her residence in Janesville, WI where she is raising two children. 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.
Fax: (262) 473-5769
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any
Federal Government Agency