Business Solutions

Why Our Business Solutions -  When you partner with American Heritage Wealth Management your goals become our goals and you can be confident that your plan is the best for your business.  Talk to us about how we can help achieve your business goals and aggregate your most valuable asset, your time.

Who Do We Serve - Local businesses, municipalities, non-profits and related entities with nationwide service. 

What Business Services - Our Business Solutions deliver customized consulting for your business financial goals and includes the following services:  

  • Brokerage and Advisory of Commercial Investments
  • 401K and Defined Contribution Plans 
  • Employer Sponsored 529 and HSA Plans
  • Plan Design, Consulting and 316 Trustee Services
  • Employee Group Benefits and Payroll Integration
  • Short Term, Long Term Disability and Group Life Insurance
  • Business Owner and Key Employee Life Insurance
  • Disability Income Protection Analysis 
  • Business Valuations and Succession Planning
  • Business Line of Credit Margin Loans

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Located at: 2915 Second Street S. St Cloud MN 56301

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 

Click here to view Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

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At times, we may provide links to sites outside the control of our institution. We do not make any representations concerning the linked sites' contents or availability. You should review each site's privacy and information security policies carefully before you enter confidential information.

Investment, Insurance and Advisory Products and Services, and Foreign Exchange Transactions, are Not FDIC Insured or Insured by Any Federal Government Agency, Not a Deposit, Not Bank Guaranteed and May Lose Value.

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