Find the investment products and services you need to pursue your financial goals. We offer the convenience, choices and experience you need in today's fast-paced financial marketplace.
Sandra J. Mennen, CFP® CERTIFIED FINANCIAL PLANNER™ Professional and Registered Representative, with IBA Securities, a division of Broker Dealer Financial Services Corp., provides full-service brokerage and financial planning service at Bank Iowa. Based on your needs and expectations, she is able to assist you in formulating an investment plan that will help meet your financial goals. Sandra can suggest a single investment or a comprehensive plan from the complete range of investment options available.
We invite you to stop in Bank Iowa and take advantage of our knowledge and experience. Sandra will be happy to visit with you in complete confidence. Contact her to begin planning your financial future today:
Sandra J. Mennen, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
and Registered Representative
This is not intended for solicitation purposes. We will not accept time sensitive action oriented messages, transaction orders, funds transfer instructions or check stop payments electronically.
Products and Services Available
Mutual Funds – offered from some of the most respected fund familiesTax Deferred Annuities – fixed and variable annuities can provide tax-deferred earnings for retirement planningRetirement Plans – choose from bonds, mutual funds, annuities, stocks and other investments to enjoy tax deferral and possible tax deductionsInsured Municipal Bonds – these high quality federal income tax free investments offer a high degree of safetyTax Advantaged Investments – some insurance plans offer an attractive combination of tax deferral, liquidity and protectionCommon Stocks – ask for up-to-the-minute price quotations on a number of publicly traded companies
NOTICE TO CUSTOMERS OF BANK IOWA
IBA Securities and Broker Dealer Financial Services Corp. are separate organizations from Bank Iowa. All securities transactions for your account will be provided by IBA Securities and not by the bank. Advisory services are offered through Investment Advisers Corp. Any investments recommended, offered or sold by or through IBA Securities are NOT deposits, obligations of, or insured or guaranteed by the U.S. Government, any financial institution, the Federal Deposit Insurance Corporation (FDIC), or any other agency, entity or person, unless otherwise indicated. There is investment risk, including possible loss of principal. Securities purchased through IBA Securities are not the obligations of Bank Iowa and are not guaranteed, or otherwise supported by Bank Iowa. Securities offered through IBA Securities, a division of Broker Dealer Financial Services Corp. Member FINRA * SIPC.
DISCLAIMER: This business is not responsible for and has no control over the subject matter, content, information, or graphics when viewing links attached to this website.