• COVID-19 Update 06/26/2020: our Smith Ave., Grand Ave., and North Oaks lobbies will be opening on Monday, June 29. The Randolph drive-up will reopen on Monday, July 6. We ask that you wear a mask when you visit our lobbies - thank you!
  • Visit our COVID-19 page for branch hours and additional resources.

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Investment Planning

Investment Planning

Today....is the start of many great Tomorrows.

Of all the things you'll do today, which of them will you remember down the road?

"Live for today" is excellent advice, but there's more to life. A comfortable lifestyle today and a financially secure tomorrow starts with investment planning now.

Today is just the beginning. We'll help you take good care of all your tomorrows.

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Jon's Bee Blog

Jon K

Jonathan Kvasnik, ChFC

Investment Representative

Jonathan has been helping clients with their financial objectives since 1991. He earned a B.A. degree from the University of Minnesota and holds securities licenses 7,63,24,65 and a Life and Health Insurance License.

"I enjoy working at Cherokee Investment Services because we have a business culture of always putting the client's needs first."

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


Krista Klindworth

Client Services

Krista has been assisting clients in the investment industry since 1996. She earned a Bachelor of Arts degree from Gustavus Adolphus College and she holds securities licenses 7 and 63.

"At the end of the day, it's rewarding to know you helped people take an intimidating subject like investing and turn it into something they can get excited about."


Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Security America Advisors, Inc., Jonathan B. Kvasnik, ChFC, Representative.
Cherokee Investment Services, BankCherokee, and the Securities America Companies are not affiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Not FDIC Insured - No Bank Guarantees - May Lose Value - NOT Insured by Any Government Agency - NOT Bank Deposits.