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How do we build investment portfolios designed to meet long-term goals? With nearly $5 billion in assets entrusted to Bell Bank, we balance our focus between managing individuals banking needs with providing access to investment products and services to help our customers pursue their goals.
Bell Investments offers access to advisory related products and services at costs competitive to those within the industry. Advisory services offered through LPL Financial, a registered investment advisor.
We listen to each customer and offer personal service and guidance. It’s what sets us apart from the rest.
Find financial guidance in our Advice Center
You need an investment strategy tailored to meet your long-term investment goals. We can help.
Our team uses a broad array of investments – including stocks, bonds, alternative assets and real estate investments – to meet your objectives, whether for streams of income, tax advantages or capital appreciation.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.
Plan now for a secure retirement. See if an IRA is the right plan for you.
Individual retirement accounts (IRAs) help clients plan for a secure stream of retirement income. If you have changed jobs, retired or need to consolidate previous retirement funds, a rollover into an IRA can provide you with important investment and tax benefits.
If you have retired or undergone a job change, you should consider rolling your existing retirement funds from your previous employment into an IRA. A direct rollover to an IRA provides you with important benefits:
Bell Bank Wealth Management makes it fast and easy for you to roll over retirement funds into an IRA. Once you sign the paperwork, we take care of the rest. Let us help you decide the right IRA choice for you.
At Bell Investments, we get to know you, your goals and your dreams, and together we plan for your future. We have your best interest in mind, always. Let’s start a conversation about planning for your best life.
Let's work together to create a plan for your future. After the plan is in place, we stay in touch to keep you updated, informed and make changes when necessary. Enjoy the convenience of conducting your financial planning and investment business at a Bell Bank location near you!
We work with you to choose financial products that fit your long-term goals, including:
We help you understand your financial priorities, map out a long-term plan, develop investment strategies, plan for a comfortable retirement and more. We’ll give you a complete analysis of your investment portfolio, along with consolidated account statements, dividend reinvestment and cash dividend options — and, as always, the unequaled personal service that is our trademark. Working together, we will develop a plan that will keep you on a course toward long-term financial security.
Interested? For more information, contact any of our friendly Bell Investments representatives serving a bank location near you.
Alexandria – Cody Rieland and Tim Bush
Fargo Main Office – Tammy Wood and Paula Swanson
Colonnade - Tim Bush and Sean Deichert
Detroit Lakes - Brad Bakken
Fargo Downtown - John Kuhn and Kathy Eggiman
Fergus Falls - Missy Hexum and Steve Swanson
Hawley - Brad Bakken
Moorhead - Greg Johnson
Fargo North Broadway - John Kuhn
Pelican Rapids - Missy Hexum
Fargo South University - Paul Fleming
Fargo Southpointe - Paul Fleming
Fargo Veterans Boulevard - Lisa Moe and Ryan Johnson
Wahpeton - Brad Bakken and Kelly Hubrig
West Fargo - Lisa Moe and Ryan Johnson
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Bell Bank and Bell Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Bell Bank deposits and are not FDIC insured. These products are not obligations of the Bell Bank and are not endorsed, recommended or guaranteed by Bell Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Registered location: 15 Broadway, Fargo ND 58102. Phone (701) 298-2240.
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