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Working with a Tri City Investment Services advisor can help make your dreams a reality. We begin each relationship by listening. Once we understand your finances and goals, our experienced, local advisors will build a personalized plan to help achieve them. But implementation is just the start. We're here to keep you on track and will work to make any necessary adjustments. From short-term savings to long-term retirement and beyond, our advisors are always here to help. 

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Investment Products and Services

Our Financial Advisors have access to an extensive array of products and services. We can help with:

  • Financial Reviews
  • Retirement Planning
  • IRA / Rollovers / Transfers
  • Fee Based Advisory Options
  • Mutual Funds
  • Education Planning
  • Insurance Related Products
  • Bonds
  • Stocks
  • Annuities

Your Investment Team

Greg Britsch

 

Greg Britsch has been part of Tri City Investment Services for more than 10 years, and an advisor for more than 20 years. Greg is an exceptional listener who enjoys building long-term relationships with his valued customers. He holds life and health insurance licenses in several states and is Registered with Series 6, 7, 63 and 66 licenses. Greg works out of the registered office at 6400 S. 27th Street in Oak Creek. Make an appointment with Greg at 414.761.1610 or email him here

Bobbie Lewis

 

Bobbie Lewis joined Tri City Investment Services in 2019 after more than two decades advising clients at other financial institutions. Her infectious, helpful attitude is a staple of the registered office at 2704 Lathrop Avenue in Racine, and she was recently recognized by Securities America (SAI) for dedication to her clients and those she works with in 2020. Bobbie holds life and health insurance licenses in several states and is Registered with Series 6, 7, 63 and 66 licenses. Make an appointment with Bobbie at 262.554.5542 or email her here

Brian Jansen

 

Brian Jansen has more than 25 years of experience, the last 15 at Tri City Investment Services. A proud University of Wisconsin alum, he holds a bachelor's degree in Finance and Banking. His passion for cheering on Wisconsin is second only to his passion for putting customers first. Brian advises clients from the registered office at 2704 Lathrop Avenue in Racine, holding life and health insurance licenses in several states as well as being Registered with Series 6, 7, 63 and 66 licenses. Make an appointment with Brian at 262.554.5805 or email him here

 

Registered Offices

Investment services are also available at all Tri City National Bank locations by appointment. Our advisors work from these two registered offices. 


Oak Creek Tri City National Bank
6400 S. 27th St.
Oak Creek, WI 53154
414-761-1610

Racine Tri City National Bank
2704 Lathrop Ave.
Racine, WI 53405
262-554-5542

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Check the background of this firm on FINRA's BrokerCheck.

This communication is strickly intended for individuals residing in the states of AZ, CA, FL, GA, IL, IN, LA, MN, NC, SD, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Insurance offered through many highly rated companies. Greg Britsch, Brian Jansen, and Roberta Lewis Registered Representatives. Advisory Services offered through Securities America Advisors, Inc. Greg Britsch - Financial Advisor, Brian Jansen - Financial Advisor and Roberta Lewis - Financial Advisor. Tri City Investment Services and Securities America are separate entities. Securities offered through Securities America Inc., member FINRA/SIPC. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of the information provided at these web sites.
Not FDIC Insured | No Bank Guarantees | May Lose Value | Not a Deposit | Not Insured by any Federal Agency