North Central Investment Services - Lou Wasileski

North Central Investment Services


Preparing for your financial future is a vital part of everyone's life, whether you are preparing for retirement, sending a child or grandchild to college, or planning for your estate.

We can help you prepare...


Financial Consultation

We offer a complimentary evaluation of your financial situation. We then develop and implement solutions to help you achieve your goals.

Portfolio Construction

We will develop a diversified portfolio based on your needs and goals.

Life, Disability, and Long Term Care Insurance Planning

We work with some of the largest and most respected insurance companies and will provide you with the right information based on your insurance needs.

Employer-Sponsored Retirement Plan Analysis for Business Owners

We will analyze and provide objective feedback regarding your current plan design. If you do not currently offer a plan to your employees we can develop one that will help attract and retain employees.

Educational Seminars

We strongly believe in the value of financial education. That is why we conduct seminars on various financial and investment topics.


Services We Offer

Investment Products

Mutual Funds/Stocks/Bonds/Tax-Sheltered Annuities

Financial Planning

Analysis of Financial Goals/Preparation of Financial Plan

Individual Retirement Accounts

Traditional / Rollover / Roth

529 College Savings Plans

Group Retirement Accounts

401(k)/Profit Sharing and Cross-Tested/403(b)/457 Defined Benefit/Simple IRA/SEP IRA

Insurance Products and Services

Life Insurance/Long-Term Care Insurance/Disability Income Insurance

Investment Advisory Services

Fee-based Asset Management/Independent Investment Analysis/Separate Account Management

Check the background of this investment professional on FINRA's BrokerCheck




Investment Centers of America, Inc. (ICA), member Financial Industry Regulatory Authority/Securities Investor Protection Corporation and a Registered Investment Advisor, is not affiliated with North Central Bank or North Central Investment Services. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.


IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in the following states: IL, AZ, CT, GA, KS, CO, ME, NC, NY, OH and TX.


Investment Centers of America does not provide tax or legal advice

Investment Centers of America Privacy Policy

Business Retirement Plans & Succession Planning

Business Retirement Plans

A competitive retirement plan program helps your company attract and retain quality employees.  However, determining which plan best suits the needs of your company and workers can be difficult.  Add in ongoing administration once the plan is established as well as fiduciary responsibilities, monitoring investments, staying on top of legislative changes, and providing plan participant education can be overwhelming.  You can turn to North Central Investment Services to help you:

  • Identify the best plan to meet your goals
  • Review your current plan’s effectiveness
  • Meeting your fiduciary obligations 

Business Retirement Plans.

Business Succession Planning

As a business owner you have unique financial and estate planning needs.  You need to have a plan that will help protect your family’s financial future as well as your company’s financial viability. 

You have worked hard to build a successful business and you want to make sure you have taken the right steps to make sure your business will survive the retirement, disability or death of an owner or key employee.

Business succession planning is vital to ensure the successful transfer of your company or business interests to future generations yet few owners even know what their business is worth or have planned for the eventual disposition of their business.

We work with you and your other professional advisors to develop comprehensive Estate and Retirement Plans.  We can help you prepare a plan that makes sure your business transfers smoothly and in a cost and tax-efficient manner to those you desire.

For more information about North Central Investment Services, Business Succession Planning, and Business Insurance, contact Lou Wasilewski at 815-894-2386.
Check the background of this investment professional on FINRA's BrokerCheck




Investment Centers of America, Inc. (ICA), member Financial Industry Regulatory Authority/Securities Investor Protection Corporation and a Registered Investment Advisor, is not affiliated with North Central Bank or North Central Investment Services. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.


IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • epresentatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in the following states: IL, AZ, CT, GA, KS, ME, NC, NY, OH and TX.


Investment Centers of America does not provide tax or legal advice


Investment Centers of America Privacy Policy

Business Insurance

Let North Central Investment Services help you protect your family and company’s financial future. Some of the types of business insurance you may consider:

 

Business-Owner Life Insurance - The owner of a business holds the most important position in a company and his or her status must be protected with business owner life insurance. If that principal business member dies, life insurance can be used to cover estate taxes and protect a company from bankruptcy. By owning a business owner life insurance policy, you can provide for the needs of your employees, your business, and your family.

Buy-Sell Insurance – Many companies with more than one owner establish a buy-sell agreement which determines how ownership of the business transfers if one owner dies or becomes disabled.  Buy-Sell Life Insurance and Disability Insurance is a type of business insurance used to fund buy-sell agreements.

Key-Employee Insurance - Key person insurance is needed if the sudden loss of a key executive would have a large negative effect on the company's operations. The payout provided from the death of the executive essentially buys the company time to find a qualified person, or to implement other strategies to preserve the business.  The company pays the premiums and is the beneficiary of the policy.

Executive Benefit Plans – These plans help you recruit, retain and reward your top talent.  Many of these non-qualified plans (including supplemental executive retirement plans (SERP), Split Dollar Arrangements, Executive Bonus,  and Business Owner’s Bonus Plans) use life insurance to fund the benefit; oftentimes in a tax efficient manner to either the business or the beneficiaries.

Group Insurance – Having a competitive benefits package can help your company attract and retain valuable employees.  One of the ways to do this is by providing your employees an affordable way to purchase life or disability coverage.  Contact us for more information about incorporating cost-effective group life and/or disability insurance into your benefits package.

For more information about North Central Investment Services, Business Succession Planning, and Business Insurance, contact Lou Wasilewski at 815-894-2386.
Check the background of this investment professional in FINRA"S BrokerCheck




Investment Centers of America, Inc. (ICA), member Financial Industry Regulatory Authority/Securities Investor Protection Corporation and a Registered Investment Advisor, is not affiliated with North Central Bank or North Central Investment Services. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.


IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in the following states: IL, AZ, CT, GA, KS, NC, NY, OH and TX.


Investment Centers of America does not provide tax or legal advice

Investment Centers of America Privacy Policy

Financial Advisor Lou Wasilewski

Lou Wasilewski joined North Central Bank in 2010 to head up their new Investment Services division. He is an accomplished, client-focused professional within the Financial Services and Employee Benefit marketplace.


Lou has spent his whole career, 27 years, in the Financial Services industry. His first position was as a Trust Officer Trainee with a regional bank headquartered in Princeton. From 1990-2006, he climbed the corporate ladder at ABN AMRO Asset Management (formerly Chicago Title & Trust Co.) in Chicago and became Vice President & Retirement Specialist, Manager of Distribution Services Unit. He also served on ABN AMRO's Executive Committee in their 401(k) and retirement plan practice. His retirement experience includes advising companies on structuring their plans and investments. In addition, he as instructed thousands of individuals on the art of investing for retirement in their 401(k) plans and Individual Retirement Accounts. Prior to accepting the position with North Central Investment Services, Lou worked as a Financial Advisor at Raymond James Financial Services, Inc. in Naperville.


Lou grew up in Peru and attended St. Bede Academy. To further his education, he attended the University of Illinois in Champaign and graduated in 1987 with a Bachelor of Science degree in Finance.


Lou is married to Lisa and they have four children that keep the family busy all year long. The Wasilewski's reside in Peru.


Take the time to talk with Lou!

lwasilewski@ncb-investments.com

Check the background of this investment professional in FINRA's BrokerCheck




Investment Centers of America, Inc. (ICA), member Financial Industry Regulatory Authority/Securities Investor Protection Corporation and a Registered Investment Advisor, is not affiliated with North Central Bank and North Central Investment Services. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.


IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in the following states: IL, AZ, CT, GA, KS, NC, NY, OH, and TX.


Investment Centers of America does not provide tax or legal advice

Investment Centers of America Privacy Policy