Frederick Community Wealth Management provides personalized financial consultation and management including a wide range of investment solutions. Our team is able to help you develop and meet your financial goals from education funding to retirement planning and long-term care management.

Frederick Community Wealth Management provides a free face to face consultation to better understand your personal circumstances

and then help develop a solution for each individual. Frederick Community Wealth Management’s financial advisor is willing to meet you at your convenience.

To make an appointment please email Ahlden or call (217) 379-2336 x 233.

Types of Accounts:

Brokerage: We have the flexibility to help build and manage your portfolio in a manner you’re comfortable with.

Mutual Fund Accounts: These are accounts held directly at a particular mutual fund company

Some of the account titles available in a brokerage or mutual fund account are:

  • Individual or Joint Accounts
  • Trust Accounts
  • Custodial Accounts
  • Traditional or Roth IRA
  • Rollover IRA
  • Simple/SEP IRA
  • 529 College Savings Plan
  • Employer-sponsored Plans
  • 401(k)
  • 403(b)
  • 457

Our products include:

  • Stocks
  • Mutual Funds
  • Bonds
  • Annuities
  • CDs
  • Money Market Accounts
  • Life Insurance
  • Long-term Care Insurance
  • Disability Income Insurance

Frederick Community Wealth Management is a division of The Frederick Community Bank. Securities are not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC).  Member FINRA/SIPC.  MSTC and The Frederick Community Bank are not affiliated. Check the background of this investment professional on FINRA’s BrokerCheck.