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Stocks, Bonds & Mutual Funds

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Work With Trusted Professionals

The Financial and Wealth Management teams at American State Bank know that no two people have the same needs when it comes to investing. That’s why our team is focused on serving your unique needs. We’ll have discussions with you to determine what you’re looking for in your financial portfolio. From there, we’ll make recommendations based on your goals and the level of risk you’re comfortable with. We’ll recommend you build your portfolio using:

  • Stocks – You buy shares in companies. The prices of the stock fluctuate from day to day, affecting your potential return.
  • Bonds – Your money is lent out as a bond to companies. Your return is based on the company’s creditworthiness and the term of your investment.
  • Mutual Funds – Your money is pooled with other investors and used to make large purchases of securities to help diversify your portfolio.

Investors should carefully consider the investment objectives, risks, fees and expenses before investing. For this and other important information please obtain the investment company fund prospectus and disclosure documents from your representative. Read this information carefully before investing.

Our team is ready to help you learn more about what you can do to build up your portfolio to meet your future financial goals. Contact our team to schedule an appointment.

Financial Center Team

  • David Bemis

    David Bemis

    Financial Advisor, Marketing Manager

    Financial Center, Operations

    Osceola - Jeffreys Drive Office

    (641) 342-7116

    Contact Me
  • Dan Nielsen

    Dan Nielsen

    Financial Advisor, Market President

    Executive, Financial Center

    Winterset Office

    (515) 462-1704

    Contact Me
  • Maria Forgy

    Maria Forgy

    Financial Center Assistant

    Financial Center

    Winterset Office

    (515) 462-1704

    Contact Me

Disclaimers:

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value
  • Not a Bank Deposit
  • Not Guaranteed by any Government Agency

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. To residents of: AZ, CA, CO, FL, IA, KS, MN, MO, MS, NV, NE, OK, PA, TX.

Member FINRA/SIPC, Cambridge is not affiliated with American State Bank.

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Clients, please use the link below to set up or access to your Fidelity accounts:

https://investor.wealthscape.com/cir/investor-index.html?login