First State Wealth Advisors

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Our Financial Advisors

First State Wealth Advisors have the knowledge and qualifications to help you create a customized plan to pursue your financial goals. Call them today to schedule a no-obligation appointment.

Mary Alsup-Niedergerke

Mary Alsup-Niedergerke

Executive Vice President, Program Manager, LPL Financial Advisor

Carrie Altman

Carrie Altman

Vice President, LPL Financial Advisor

Financial Services

With all the investment products available, making choices may seem overwhelming to many investors. You can count on your First State Wealth Advisors to clearly explain the various types of investments and why they are recommended for your particular situation.
Your First State Wealth Advisors are prepared to assist you with a broad selection of financial services including:

  • Retirement Planning
  • 401K Rollover
  • Fixed, Variable and Index Annuities
  • Mutual Funds
  • Stocks
  • Bonds
  • Unit Investment Trusts
  • Estate Planning
  • College Funding
  • Life Insurance
  • Financial Planning

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck .
Institution Plain English Disclosure

Julie Steinbruegge

Julie Steinbruegge, Sales Assistant

Amanda Raspanti

Amanda Raspanti, LPL Registered Sales Assistant

Eric Patton

Eric Patton, Sales Assistant

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC ). Insurance products offered through LPL Financial or its licensed affiliates. First State Bank of St. Charles and First State Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First State Wealth Advisors, and may also be employees of First State Bank of St. Charles. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of First State Bank of St. Charles or the First State Wealth Advisors. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: <AK, AL, AR, AZ, CA, CO, FL, IA, ID, IL, IN, KS, KY, LA, MD, ME, MN, MO, MS, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY> Securities and insurance offered through LPL or its affiliates are:

*Not Insured by FDIC or Any Other Government Agency

Not First State Bank of St. Charles Guaranteed

Not First State Bank of St. Charles Deposits or Obligations

May Lose Value

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