Broker Check

First State Bank Shannon Polo Lake Carroll Announces Promotion of Robin Wilhelms Saar To President and Chairman of the Board 

Shannon, IL, November 21, 2019 The Board of Directors of First State Bank Shannon Polo Lake Carroll, announced the promotion of Robin Wilhelms Saar to President and Chairman of the Board of First State Bank Shannon-Polo-Lake Carroll.

As the 3rd generation of the Wilhelms family, Saar looks forward to continuing the long-standing family tradition of community banking. Robin is succeeding her father the late Omar Wilhelms, and grandfather CT Wilhelms.

“Banking has been an integral part of our family for many years and I will continue to advance our bank into the future built on our solid customer relationships and incredible team.”

Saar holds a Bachelor of Engineering degree from Purdue University and a graduate of Sheshunoff Graduate School of Banking, Louisiana State University, with a Masters of Banking. She has more than 22 years of banking experience, most recently served as Executive Vice President and Board Director at First State Bank Shannon Polo Lake Carroll and Senior Wealth Advisor at FSB Wealth Group. In addition to her new role as President, she will continue to serve her FSB Wealth Group clients.

Saar has a strong, long-standing commitment to the area communities, currently serving as President of Timber Lake Playhouse Board. She previously served as Finance Committee member of Bethel United Methodist Church, Shannon, and Highland Community College Foundation Board.

CASSANDRE MLAKAR EARNS OPPORTUNITY TO ATTEND INDUSTRY WOMEN’S LEADERSHIP FORUM

SHANNON, IL — October 7, 2019 – Cassandre Mlakar, an independent financial advisor at FSB Wealth Group located at First State Bank Shannon-Polo-Lake Carroll, is the recipient of LPL Financial’s emerging advisor scholarship, providing her the opportunity to attend the firm’s annual Women Advisors Leaders Forum, which took place Oct. 2 to 4 in Miami.

The invitation-only event gathers more than 100 of the most successful women advisors affiliated with LPL, a leading partner to independent financial advisors, to share ideas, discuss growth opportunities, celebrate achievements and nurture a community of women advisors.

“It was an honor to attend this conference to learn and hear from successful women in our industry,” Mlakar said. “As a woman in a male-dominated field, it’s refreshing to be among women who have paved a path for greater diversity in our field and who want to provide more access to financial advice. I left inspired by these women and eager to build deeper relationships with the clients we serve.”

The scholarship was designed to inspire and equip LPL women to greater success. Scholarship qualifications were at least three years of experience in the industry, at least one as an LPL advisor, and a demonstrated track record of growth. Additionally, each scholarship recipient was identified as a potential successor to take over a practice.

Bethany Bryant, LPL senior vice president, National Sales and Consulting, said the scholarship is intended to fast-track attendees’ leadership development. She added, “As we work to grow and support an inclusive and diverse advisor community, we’re highly committed to empowering our next generation of successful women advisors in their work to support America’s investors. These women are potential successors to take over a practice, and our goal is to help put them in a position to do that successfully by investing in their growth and development.”

Cassandre Mlakar provides financial services to more than 1,200 clients across the country. Mlakar provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.

Mlakar is an LPL Financial advisor. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*, providing resources, tools and technology that support advisors in their work to help enrich their clients’ financial lives. 

  

About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com

 

*Based on total revenues, Financial Planning magazine June 1996-2019

ROBIN WILHELMS SAAR RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

SHANNON, IL — August 27, 2019 Robin Wilhelms Saar, an independent LPL Financial advisor at FSB Wealth Group in Shannon, today announced her inclusion in LPL’s Director’s Club. LPL awards select advisors, out of the more than 16,000 LPL-affiliated advisors nationwide, with this distinction based on an advisor’s business success*.

“I congratulate Robin Wilhelms Saar on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “We applaud her dedication to clients and her ability to nurture trusted relationships with clients to help them work toward their financial goals. We thank Robin Wilhelms Saar for her continuous commitment to the independent model, which enables the delivery of objective financial advice, and for the opportunity to be their enabling partner. We wish her continued success.”

Robin Wilhelms Saar is based in Northwest Illinois and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.  

Saar is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.

 

About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com

*Achievement is based on top 40% of annual production among LPL Advisors only.

**Based on total revenues, Financial Planning magazine June 1996 – 2018

INVESTMENT SERVICES located at FIRST STATE BANK SHANNON RECOGNIZED AS LPL FINANCIAL’S TOP 25 PROGRAMS

SHANNON, IL — August 14, 2019 Investment Services located at First State Bank Shannon today announced their inclusion in LPL’s Top Program Rankings in 2019. LPL awards select programs, out of the more than 16,000 LPL-affiliated advisors nationwide, with this distinction based on total investment revenue.

Investment Services located at First State Bank Shannon is based in Shannon, Illinois and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.

Investment Services located at First State Bank Shannon is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.

 

About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com

**Based on total revenues, Financial Planning magazine June 1996 – 2018

 

Securities and Insurance products are offered through LPL Financial and its affiliates, member FINRA/SIPC. Not FDIC Insured Not Bank Guaranteed May lose value Not Insured by any Federal Government Agency Not a Bank Deposit