About SterlingInvest
SterlingInvest offers diverse investment options for you, your family and your business.
We are dedicated to providing comprehensive services to our clients. We take careful steps to reach the long-term goals of our clients. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon their attitudes, objectives, needs and risk-taking capacity.
Our Investment Advisors
SterlingInvest Investment Advisors provide objective, honest advice. They take the time to get to know your lifestyle and understand what investments work for you. Our Investment Advisors have over 20 years of experience. At SterlingInvest, we work independently offering you a wide variety of products and services.
Erik Plaisted is an Investment Advisor with SterlingInvest, and President of Sterling State Bank in Savage, Minnesota. He has been advising clients on their investments since 1997. Erik meets with clients and helps to serve their investment needs by analyzing their financial position, recommending areas for improvement, and then providing ongoing service and advice. Erik has an M.B.A in Finance from the University of St. Thomas. Erik holds the Series 7, 63, and 65 securities registrations, and has a life and health insurance license.
Erik serves clients in the Rochester, Austin, and South Metro area. His main office is located at Sterling State Bank's Rochester and Savage, Minnesota locations.
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Contact Info
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Erik Plaisted Phone: (952) 440-1300 |
SterlingInvest Products and Services
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Investments
- Mutual Funds
- Annuities
- Bonds
- Stocks
- REIT’s
Retirement Plans
- Traditional IRA
- Roth IRA
- Simple IRA
- SEP IRA
- 401(k)’s
- 403(b)’s
Insurance
- Term Life
- Universal Life
- Whole Life
Other
- College Savings
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Contact SterlingInvest
SterlingInvest – Rochester
4200 Badger Hills Drive NW
Rochester, MN 55901
Phone: (507) 273-6144
Email: [email protected]
SterlingInvest – Austin
1419 First Avenue SW
Austin, MN 55912
Phone: (507) 433-7325
Email: [email protected]
SterlingInvest – Savage
14185 Hwy 13
Savage, MN 55378
Phone: (952) 440-1300
Email: [email protected]
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. | Not FDIC Insured | May Lose Value | No Bank Guarantee | Not A Deposit | Not Insured By Any Federal Government Agency