Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, IA, IL, IN, KS, MN, ND, NE, OH, SD, TX, WA, WI
1200 W. 18th Street, Suite 1
Spencer, IA 51301
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.