My financial services career began by helping individuals solve their lending and mortgage needs at TCF National Bank in 2004. In 2007, I joined Allianz Life where I spent 10 years as a Retirement Consultant helping financial advisors create comprehensive retirement income plans. I had a focus on accumulating assets for retirement as well as legacy planning with various types of investments and insurance products. I am excited about the transition to Cetera Advisor Networks where I will continue building long-term relationships with clients, including First National Bank clients, using a needs-based planning approach to financial management.
I reside in Pequot Lakes with my wife Stacey and our two children Joe and Evelyn. We enjoy time outdoors, especially on the lake fishing or playing one of the many area golf courses.
Tom Paulbeck, Registered Representative
Phone (218) 568-2561
|First National Bank North - Crosslake
35197 County Rd 3
Crosslake, MN 56442
First National Bank North - Baxter
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Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investments are: not FDIC insured - may lose value - not financial institution guaranteed - not a deposit - not insured by any federal government agency.