This communication is strictly intended for individuals residing in the following states (AR, AZ, CA, CO, CT, FL, GA, IA, IL, MN, MO, ND, NJ, NM, NV, SD, TX, VA, WA, WI, WY).  No offers may be made or accepted from any resident outside the specific state(s) referenced.

A broker-dealer, or BD agent may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities will not be made without first complying with appropriate registration requirements.



Securities offered through United Planners Financial Services, Member FINRA, SIPC. Investment Center and United Planners are not affiliated.For information concerning the licensing status or disciplinary history of a broker-dealer or BD agent  a consumer should contact his or her state securities law administrator or go to FINRA BrokerCheck


The Investment and Insurance Centers have been delivering quality financial solutions to individuals and families in Northeast Iowa for over 40 years. Because some of our Associates are also Registered Representatives of United Planners, we not only specialize in Insurance but through this relationship are able to offer Investments. We are committed to providing the reliable customer service that is so valuable in today’s busy world. We will work with you to help ensure that you and those that you care about most are protected during life’s most uncertain times.

With locations in Security State and Northeast Security Banks in seven towns around Northeast Iowa, we are conveniently located. Please call our nearest location today to make an appointment.