Grundy Investments

In today’s complex markets, you may not have time or ability to evaluate the vast array of investments that are available. We can help guide you through the many different investment options available to you and create an investment strategy that will be tailored to your personal goals and risk tolerance. Whether your future goals include a new home, college education(s), a comfortable retirement or providing for future generations, our financial advisor can help you navigate through every stage of your life.

Investment Products & Services

At Grundy Investments we can offer you a variety of valuable products and services including:

  • Stocks
  • Bonds
  • Mutual Funds
  • Insurance Products
  • Individual Retirement Plans
  • 401K Transition Assistance
  • No Obligation Consultations

Our Team

Contact a member of our team today to help get you started toward your goals and create a customized plan to get you where you want to be.

Kelly Dransfeldt

Financial Advisor

(815) 941-3544

EMAIL KELLY

Lauren Erwin

Financial Assistant

(815) 942-8646

EMAIL LAUREN

Grundy Bank Main Branch

201 Liberty Street
Morris, IL 60450

Wilmington Branch (By Appointment Only)

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Grundy Bank and Grundy Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Grundy Investments, and may also be employees of Grundy Bank. These products are services being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Grundy Bank and Grundy Investments. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency l Not Bank Guaranteed l Not Bank Deposits or Obligations l May Lose Value

Check the background of Wintrust Investments and our Financial Advisors on FINRA’s BrokerCheck

Grundy Bank provides referrals to financial professionals of LPL Financial professionals of LPL Financial LLC Grundy Bank pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS

Securities, insurance products, financial planning, and investment management services offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively.

Investment products such as stocks, bonds and mutual funds are not:

NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

No Bank Guarantee. Not a Bank Deposit. May Lose Value.