Cetera Investment Services Personal Investment Consultant

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

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.

Now you can access your brokerage account, get real-time quotes, retrieve balance information, place trades and check on the status of your orders at your convenience, 24 hours a day via the e-PrimeVest link at the top of the page.

For more information, contact an Investment Consultant at: (712) 277-6769

Cetera

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


www.sipc.org

www.finra.org

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Important information


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.

Financial Consultants

Jim Forey James J. Forey
Financial Consultant
jim.forey@ceterais.com

601 Pierce St.
Sioux City, IA 51101
712.277.6798 or 800.475.4762
fax 712.233.346 


 


Professional Experience:
Jim has served as a financial consultant at Security National Bank since 1991 and is currently responsible for over $60 million in customer account assets.
Employment History: Financial Consultant at Security National Bank since 1991
Education: Briar Cliff College, BA Degree, Business Administration, 1991
Securities Registrations : Series 6, 7, & 63 Insurance Licenses: Life, Variable, and Health



Lance HeimsothLance Heimsoth
Financial Consultant
lance.heimsoth@ceterais.com

Morningside Branch MWF
712.277.6742

Northside Branch TTh
712.277.6576 


 


Professional Experience:
Lance has served as a financial consultant since 1993 and is currently responsible for over $60 million in assets.
Employment History: Financial Consultant at Security National Bank since 1994
Education: Iowa State University, BA Degree, Finance, 1993
Securities Registrations: Series 6, 7, & 63
Insurance Licenses: Life, Variable, and Health 


Brian JohnsonBrian A. Johnson

Financial Consultant
brian.johnson@ceterais.com

601 Pierce St.
Sioux City, IA 51101
712.277.6140


 




Professional Experience:
Brian has served as a financial consultant since 1995 and is currently responsible for over $25 million in assets.
Employment History: Financial Consultant at Security National Bank since 2009.
Education: Morningside College, BS Degree, Business Administration, 1983
Securities Registrations: Series 7, 63, & 66
Insurance Licenses: Life, Variable, and Health 



Elaine SandersElaine Sanders
Financial Consultant
elaine.sanders@ceterais.com

601 Pierce St.
Sioux City, IA 51101
712.277.6652


 




Professional Experience:
Elaine has served as a financial consultant since 1997 and is currently responsible for over $70 million in assets.
Employment History: Financial Consultant at Security National Bank since 1996.
Securities Registrations: Series 7, 63, & 66
Insurance Licenses: Life, Variable, and Health 





Tim W. Van Peursem
Tim Van Peursem
 Financial Consultant | Program Manager
tim.vanpeursem@ceterais.com

325 Dakota Dunes Blvd.
Dakota Dunes, SD 57049
605.232.6075


 




Professional Experience:
Tim has served as both the designated supervisor for the Security National Financial Services area and a financial consultant since 2003. He is currently responsible for six representatives and over $30 million in assets.
Employment History: Financial Consultant at Security National Bank since 2003.
Education: Briar Cliff University, BA Degree with honors in Business Finance, 2000.
Securities Registrations: Series 7, 24, 51, and 63
Insurance Licenses: Life, Variable, and Health. 



Tammy Flanigan
Financial Consultant
tammy.flanigan@ceterais.com

313 N. 4th St.
Mapleton, IA 51034
(712) 882-1343


 




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.