Wealth Management

Wealth Management is committed to providing clients with comprehensive portfolio management solutions, individualized care, and sound financial advice. We seek to be a trusted resource to help you achieve your unique financial goals. Contact us today and get the specialized help that you need.

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JOHN T. LUND, CFP®, MBA

JOHN T. LUND, CFP®, MBA

Financial Advisor

(402) 379-6140

BankFirst and BankFirst Wealth Management are not registered as a broker/dealer or investment advisor.Registered representatives offer products and services using the name BankFirst Wealth Management and may also be employees of BankFirst.

These products and services are being offered through affiliates, which are separate entities from, and not affiliates of BankFirst or BankFirst Wealth Management.

Insurance products are offered through licensed affiliates.

Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning. BankFirst Wealth Management, BankFirst are not affiliated with BFCFS and BFC Planning. Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.

Investment products are not insured by the FDIC or any other government agency and are not a deposit or other obligation of, or guaranteed by BankFirst, or Berthel Fisher & Company Financial Services, Inc., and involve investment risk, including market fluctuation, loss of value, and the possible loss of principal.