Sturgis Bank and Trust Company aligns with Raymond James for investment services
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division Managing Director John W. Houston announced that the advisors at Sturgis Bank & Trust Company in Sturgis, Michigan, will offer investment and wealth management services to their clients through Raymond James Financial Services, Inc., member FINRA/SIPC.
The bank’s investment program, Oakleaf Financial Services, had previously been affiliated with LPL Financial since 2000 and includes three advisors: Chad Keim, CRPC®, Vince Little, CFP® and Brian Oswald, PPC™. Together Keim, Little and Oswald manage more than $300 million in client assets.
“We are excited to align with Raymond James, and for the ability to offer our clients and community premier access to the best service in the industry,” said Keim. “As a firm that prides itself on client service and community investment, Oakleaf couldn’t be better aligned with Raymond James and their unparalleled support.”
“Raymond James’ Financial Institutions Division has continued to expand through the addition of great programs like Oakleaf Financial Services,” said Houston. “They are an exceptional team and we are pleased the professionals at Sturgis Bank & Trust and Oakleaf chose to work with us. We look forward to providing them with the high-level support Raymond James is known for.”
Keim, a registered principal and president of Oakleaf, is a Certified Retirement Planning Counselor who has been in the industry for 22 years. He earned his bachelor’s degree in Business Administration from Western Michigan University’s Haworth College of Business.
Little, a Certified Financial Planner™ professional and executive vice president at Oakleaf, began his financial services career 19 years ago. He earned his MBA from Western Michigan University's Haworth College of Business.
Oswald joined Oakleaf as a financial advisor in 2007, bringing with him several years of experience in wealth management, financial planning and accumulation strategies. He graduated from Eastern Mennonite University where he earned his bachelor’s degree in Business Administration and Finance.
CFP® - Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 3,600 financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 6,800 financial advisors serving in excess of 2.8 million client accounts in more than 2,800 locations throughout the United States, Canada and overseas. Total client assets are approximately $535 billion.
About the Financial Institutions Division
The Financial Institutions Division was established by Raymond James in 1987 to provide banks and credit unions with an alternative to traditional third-party investment providers. Raymond James provides full-service securities brokerage and advisory services to financial institutions seeking to compete with the largest banks and securities firms in the country. In addition to a full complement of investment products and services, Raymond James has the ability to deliver investment banking, public finance, research, self-clearing capabilities and wealth management services to both individuals and institutions.
Sturgis Bank & Trust Company and Oakleaf Financial Services are independent of Raymond James Financial Services.
About Sturgis Bank & Trust Company
Sturgis Bancorp is the holding company for Sturgis Bank & Trust Company, and its subsidiaries Oakleaf Financial Services, Inc., and Oak Mortgage, LLC. Sturgis Bancorp provides a full array of trust, commercial and consumer-banking services from 12 banking centers throughout South West Michigan.
Sturgis Bank & Trust Company, headquartered in Sturgis, Michigan, is a $375 million savings bank founded in 1905 carrying $300 million in deposits. Visit www.sturgisbank.com for more information.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.