Investment Opportunities That Shape Your Future.

The C1st Investment Services program is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

No matter what stage of life you are in, C1st Investment Services can help start paving the way for your road ahead.  Whether you are bringing home your first baby, sending a child off to college, changing careers, or nearing retirement, our C1st Investment Services Financial Professional will offer investment opportunities and strategies to help pursue your needs.

Estate Conservation	Business Planning
Insurance Planning	Retirement Planning
Investment Planning	Education Funding
401(k) Planning

Schedule a no-cost, no-obligation appointment to discuss your individual needs.
Understand investment options that make sense for you.
Determine your tolerance for risk.
Create a road map for your retirement.
Define your goals for developing a financial strategy.
Plan for long-term care and the most appropriate options for you and your family.

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Contact our Financial Advisors

	Matthew Vickers  |  LPL Financial Advisor Matthew.Vickers@lpl.com Located at:  Community 1st Credit Union 235 Richmond Ave.  -  Ottumwa, IA Phone:  641.684.1114 Toll-Free:   866.360.5370  Ext: 1114 Schedule an Appointment Check the background of investment professionals on FINRA’s BrokerCheck.

	Tyler Sendejas  |  LPL Financial Advisor Tyler.Sendejas@lpl.com Located at:  Community 1st Credit Union 235 Richmond Ave.  -  Ottumwa, IA Phone:  641.683.6424 Toll-Free:   866.360.5370  Ext: 6424 Schedule an Appointment Check the background of investment professionals on FINRA’s BrokerCheck.

 

LEARN MORE  -  INVESTMENT SERVICES  VIRTUAL SEMINARS