205 North Vine Street
P.O. Box 457
West Union, IA 52175
800.568.4235
563.422.6072
Fax 563.422.6075
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370 Main Street
P.O. Box 370
Lansing , IA 52151
800.577.5272
563.538.4231
Fax 563.538.4564 |
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Kevin J. Baumler
563-422-6072
800-568-4235 |

*Clem B. Schulte
563-538-4231
800-577-5272 |
Securities, Investment & Trading
- Stocks
- Bonds - Municipal. Government, & Corporate
- CD's - FDIC Insured
- Unit Investment Trusts
- *Mutual Funds - Over 7,000 Funds Available
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*Insurance
- Annuities - Fixed, Variable & Immediate
- Life Insurance - Term, Whole, & Universal
- Health, Long Term Care & Disability
(for individual and groups)
- Complete Employee Benefit Plans
- Variable Life Insurance
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Retirement Accounts
- IRAs & Roth IRAs
- SEPs & SIMPLEs
- 401k Plans
- TSA 403(b) Plans
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Financial Consulting & Investment Planning
- Defining Goals & Objectives
- Risk Tolerance
- Needs Analysis
- Portfolio Analysis, Valuation and Review
- College Funding
(UGTMA / 529 Plans / ESA)
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Securities offered through Broker Dealer Financial Services Corp. Member SIPC, FINRA
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