Investment Services

You're the One® we've developed our investment services for

You’ve earned it. Now help preserve it. We're here to help you plan and preserve your wealth. Our team of experienced investment consultants will not only listen to you, but they will also develop a customized investment plan to address your specific needs.

Services

We provide our investment services through a relationship with the independent broker/dealer LPL Financial.* By clicking on this link, you will enter a secure customer information site separate from www.MidWestOne.com. The site will open in a new window.

* Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. MidWestOne Bank and MidWestOne Investment Services are not registered broker/dealers, nor are they affiliated with LPL Financial.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not a Deposit

Not Insured by any Federal Government Agency


This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investment and services mentioned are available in every state.