Wealth Management Services

Insurance and investment products offered through Registered Representatives of Cambridge Investment Research Inc., a broker-dealer, member FINRA/SIPC.  Farmers & Merchants Savings Bank and Cambridge are not affiliated.  Non-deposit investment products are not FDIC insured, not bank guaranteed, and may lose value.1

Check the background of this investment professional on FINRA's BrokerCheck:   http://brokercheck.finra.org.

 


New Brokerage Relationship for FMSB

Farmers and Merchants Savings Bank (FMSB) has announced their planned conversion of Broker Dealer Financial Services Corp to Cambridge Investment Research, Inc., effective October 20, 2018.  Letters were mailed to all existing FMSB investment customers by FMSB on or about September 4, 2018.  In accordance with regulatory requirements, customers will also receive notice directly from Broker Dealer Financial Services. 

 

We want all of our valued customers to know that this change will not have any impact on, nor result in any change to, your current investment portfolio or account features.  You will still be able to continue doing business with Lesa in the Waukon office just as you always have.

 

Farmers & Merchants Savings Bank and Lesa Moose, Registered Representative, have been offering investment/brokerage services for over 20 years through Broker Dealer Financial Services, a division of IBA Securities, and are excited about this new partnership with Cambridge.  If you have any questions about the financial planning, brokerage, or insurance services, contact Lesa for more information.


 

Thumbnail

Wealth Management Services

FMSB's Investment Center provides full service financial planning and brokerage services to enable customers to purchase stocks, bonds and mutual funds and obtain investment advice, through a single source located conveniently in the bank.

Advisory relationships differ from client to client.  There is no one-size-fits all approach that can be taken as a fiduciary.  Lesa works with her clients to understand their needs and goals, will work with them to establish objective-based portfolios, and continue to provide ongoing financial strategy management.

Contact Lesa for more information

Some of the wealth management services include, but are not limited to:

  • Financial Planning
  • Portfolio Reviews
  • Investment Advice & Management
  • Retirement Planning including:
    • IRA's (Traditional, ROTH, SIMPLE)
    • 401(k) Plans
    • 403(b) Plans
    • Retirement Plan Rollover
  • Estate & Inheritance Planning
  • College Planning

Insurance

Farmers & Merchants Savings Bank offers a full range of insurance products at competitive rates.

We provide the following types of insurance (individual and groups):

  • Life Insurance
  • Disability Insurance
  • Health Insurance
  • Long Term Care Insurance
  • Mortgage Insurance
  • Crop Insurance1
  • Flexible plans can be tailored to fit any situation

 

Insurance and Brokerage/Securities products offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.  Farmers & Merchants Bank and Cambridge are not affiliated.  Federal and state regulators prohibit registered persons from soliciting, offering and/or selling any investment product or services unless they are properly registered and licensed in each state jurisdiction.  Not all products and services referenced on this site are available in every state and may not be available through every representative listed.  Neither Cambridge or its representatives offer tax or legal advice.  Please contact your legal or tax advisor regarding your situation.

www.FINRA.org         www.SIPC.org

Check the background of this investment professional on FINRA's BrokerCheck:  http://brokercheck.finra.org.

 

 

 

 

  • 1. a. b. Producers Ag Insurance Group, Inc., d/b/a ProAg. A member of Tokio Marine HCC group of companies. ProAg is an equal opportunity provider.