Investment Services
A Resource to Help You Pursue Your Financial Goals
LPL Financial Located at Itasca Bank & Trust Co. is a wonderful resource to help you pursue your financial goals. Our service philosophy is simple: We seek to build long-term relationships with our clients by providing professional advice for retirement planning, risk management, education planning and investment management. Since we don’t have proprietary financial products, we can be objective and professional in our recommendations.
With the resources of LPL Financial, we can offer solutions that align with your needs. LPL Financial, a registered investment advisor and broker/dealer and a member of FINRA & SIPC, is a global alliance of securities and advisory services which provide insurance, investments and financial planning support.
Our Investment Services include:
- Retirement Planning
- Investment Management
- Life and Long-Term Care Insurance
- Lifetime Income Strategies
- IRAs
- Small Business Retirement Plans
- Education Funding Strategies
Our advisors are available Monday-Friday from 9am - 5pm. If you would like to meet on a Saturday or after 5pm on a weekday, please call us to schedule an appointment.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, IL, IN, MO, NC, ND, NJ, TX, WI.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Itasca Bank & Trust Co. is not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using LPL Financial located at Itasca Bank & Trust Co., and may also be employees of Itasca Bank & Trust Co. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of ITasca Bank & Trust Co. Securities and insurance offered through LPL or its affiliates are:
| Not insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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