LPL Financial Located at
Itasca Bank & Trust Co. is a wonderful resource to help you pursue your
financial goals. Our service philosophy is simple: We seek to build long-term
relationships with our clients by providing professional advice for retirement
planning, risk management, education planning and investment management. Since
we don’t have proprietary financial products, we can be personalized and
professional in our recommendations.
With the resources of LPL Financial, we can offer options that align with your needs. LPL Financial, a registered investment advisor and broker/dealer and a member of FINRA & SIPC, is an industry leader and provides securities and advisory services, including access to insurance, investments and financial planning support.
Investment Services Include
Our advisors are available Monday-Friday from 9am - 5pm. If you would like to meet on a Saturday or after 5pm on a weekday, please call us to schedule an appointment.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Bank (“Financial Institution”) provides referrals
to financial professionals of LPL Financial LLC (“LPL”) pursuant to an
agreement that allows LPL to pay the Financial Institution for these referrals.
This creates an incentive for the Financial Institution to make these
referrals, resulting in a conflict of interest. The Financial Institution is
not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Itasca Bank &
Trust Co. is not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using LPL Financial located at Itasca Bank & Trust Co., and may also be employees of Itasca Bank & Trust Co. These
products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Itasca Bank & Trust Co. Securities and insurance offered through LPL or its affiliates are:
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Not insured by FDIC or Any Other Government Agency
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Not Bank Guaranteed
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Not Bank Deposits or Obligations
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May Lose Value
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