Wausau, Wis. (June 8, 2021) Peoples State Bank has promoted Dan Augustine to vice president, Peoples Wealth Management division leader. Augustine recently secured his Series 24 Securities license allowing him to supervise and mentor others in the Peoples Wealth Management division while serving as a financial advisor for his current clients. Augustine helps clients develop a plan to effectively use the unlimited resources at Peoples Wealth Management and Commonwealth Financial Network®, including specific investment, insurance, and banking products to help clients reach their goals.
“Dan will excel with the addition of leadership responsibilities and mentoring others,” said Jeff Saxton, vice president of retail sales & service. “Dan is well-respected by his customers and peers in the industry, and that respect will assist him in training and coaching others.” Augustine began his financial services career in 2004 as an independent financial advisor. He joined Peoples Wealth Management in 2008 and is an investment advisor representative of Commonwealth Financial Network.
Born and raised in Wausau, Augustine attended Wausau West High School. He holds a Bachelor of Science degree from the University of Michigan, where he also played baseball for the Wolverines.
Dan Augustine of Peoples Wealth Management, 1905 Stewart Ave., Wausau, WI, 54401, (715) 847.4021, offers securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment. Peoples State Bank is not a registered broker-dealer or Registered Investment Adviser. Peoples State Bank and Commonwealth are separate and unaffiliated entities.
ABOUT PEOPLES WEALTH MANAGEMENT
Peoples Wealth Management has been providing individuals and organizations with financial guidance since 1996 focusing on investment and retirement planning services. The advisors of Peoples Wealth Management pride themselves on crafting unique strategies for each client. For more information, please visit www.peoplesinvest.com.
ABOUT COMMONWEALTH FINANCIAL NETWORK
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports 1,710 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
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Peoples State Bank is a community bank headquartered in Wausau, Wisconsin, serving north, central, and southeast Wisconsin from ten full-service banking locations in Marathon, Oneida, Vilas, Waukesha, and Milwaukee Counties, as well as a commercial loan production office in Stevens Point, WI.