Happy Investment Services Wealth Management & Investments
Planning for your future.
We offer services for every stage of life to prepare you, your family and your business for what’s ahead.
Retirement Planning
Let us help you put together a retirement strategy.
Small Business Retirement Plans
A benefit for you and your employees.
Financial Planning
Supporting your goals whether you are just starting out or experienced investor.
Insurance
An important tool in all stages of life.
College Savings Program
Get started early planning for college.
IRA Rollover Services
Changing jobs or ready to retire, you have choices.
Wealth management, simplified.
Watch your money grow and easily monitor your information in one place – from anywhere.
Easy to Get Started
Combine accounts over multiple brokers.
Customize and Control
See how your investments perform using custom date ranges.
Access 24/7/365
Receive all tax documents electronically.
Your investment partner.
We’ve partnered with LPL Financial to create a firm foundation for our wealth advising practices throughout Texas. Wealth advisors at Happy State Bank are employees of the bank and registered through LPL Financial. Our advisors help clients plan for the future while delivering the same great service they are accustomed to receiving from Happy State Bank.
We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Investment Products:
| Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value |
Ameriprise Financial Services, LLC is not an FDIC insured bank; FDIC insurance only covers the insolvency of FDIC-insured banks.
Ameriprise Financial and the financial institution are not affiliated.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
Happy State Bank, a division of Centennial Bank, does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.
Disclosures
There's an investment team nearby to help.