Meet our Investment Representative
Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
313 N. 4th St.
Mapleton, IA 51034
Professional Experience: Tammy joined the bank in 1985. She has served as a licensed representative since 1996 and is currently responsible for over $10 million in assets.
Education: Briar Cliff University, BA Degree with honors in Business Finance, 1985
Securities Registrations: Series 6, 7 and 63
Insurance Licenses: Life, Variable, and Health.
Why use a Personal Investment Consultant?
Many people find the task of selecting an investment portfolio too daunting to undertake on their own. They realize they don't have the experience, time, training or patience to make informed investment decisions alone. That's where the value of a personal investment consultant can be very beneficial. Here are some of the investment services provided from a personal investment consultant:
- Retirement Planning
- Mutual Funds
- Long-Term Care Insurance
- Life Insurance
- Fixed and Variable Annuities
- Stocks and Bonds
- 529 Plans
- Tax-Advantaged Investments
- Professionally Managed Asset Accounts
- Money Market Funds
- Brokered Certificates of Deposit
- Unit Investment Trusts
- U.S. Treasury Bills, Notes and Bonds
- Discount Brokerage
Enjoy Total Investing Convenience. Low Rates. Great Value.
Commission savings apply to most stock, option and listed corporate bond transactions, but not to transactions in other products. Minimum commission rate applies. Cetera charges a $4.00 transaction fee. A commission schedule is available upon request.
For more information, contact an Investment Consultant at: (712) 882-1343
Cetera Investment Services LLC is an independent, registered broker/dealer. Member SIPC/FINRA. Security National Financial Services is a marketing name for Cetera Investment Services LLC. Cetera Investment Services LLC is not affiliated with Security National Bank or its related companies. Securities and insurance products offered by Cetera Investment Services LLC.
- Not FDIC insured
- May go down in value
- Not financial institution guaranteed
- Not a deposit
- Not insured by any federal government agency