Investment Services

Plan to Preserve Your Wealth

You’ve earned it. Now help preserve it with the investment services located at MidWestOne Bank. We’ve been helping customers like you since we were founded.

Investment Services

The investment climate has never been more exciting or more challenging than it is today. Now more than ever, investors like you need professional advice and guidance from an investment officer who will listen. Our investment officers will not only listen to you, but they will also develop a customized investment plan to work toward meeting your specific needs.

We provide our investment services in partnership with the independent broker/dealer LPL Financial.* To learn more about these services, click here. You will be entering a secure customer information site separate from www.midwestone.com. The site will open in a new window.

 

* Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. MidWestOne Bank and MidWestOne Wealth Management 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.