Investment Services

Citizens State Bank is proud to announce the availability of Retirement Planning and Investment Services provided by CSB Investment Services. We have established a relationship with a company with over 27 years of experience in working with financial institutions like ours.

“Your Retirement Team” is comprised of a qualified and trusted team of financial advisors specializing in comprehensive planning for retirement. The Team provides an array of financial services in an effort to offer invaluable solutions for the unique needs and objectives of each client.

Services available through CSB Investment Services include:

  • Retirement Planning
  • Estate Planning
  • Portfolio Management
  • Tax-Free Investments
  • Income Tax Strategies
  • Tax-Deferred Investments
  • Annuities
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance

Local CSB Investment Financial Advisors:

Randy does investments outside of the banking world at CPR Investments in Hudson WI. Randy Penkwitz


You can find Courtney at CPR Wealth Advisors for all your investment needs. Courtney Doerfler


Randy Penkwitz and Courtney Doerfler are the Financial Advisors available to meet during most business hours and at other times by appointment. Randy and Courtney would welcome the opportunity to meet with you to discuss your financial goals.

Non-Deposit Investment Product Disclosure

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Goss Advisors, a registered investment adviser and separate entity from LPL Financial. Insurance products offered through LPL Financial or its licensed affiliates.
The investment products sold through LPL Financial are not insured Citizens State Bank (CSB) deposits and are not FDIC insured. These products are not obligations of CSB and are not endorsed, recommended or guaranteed by CSB or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss if principal is possible.