|
| |
Invest Forward |
All of life's milestones seem to take money: your children head off to college, you move up to a bigger home, you finally get to retire.
We believe that because your needs are unique, your investment plan should be, too. We’ll take the time to understand you and your goals, offer you real solutions, and help you effectively utilize your financial resources. Our financial advisors are well versed in helping you map a strategy for both today and tomorrow, with a practical, solutions-based approach to minimize inefficiencies in your portfolio and help manage your risk. |
| |
Services
A broad spectrum of investments is available to you through Investment Centers of America, Inc.
Mutual funds, stocks, bonds and other instruments
Financial planning
Retirement planning, including IRAs
Estate management and problem solving
Insurance planning
Portfolio management
IRA rollovers
Education IRAs
College planning
Tax-saving investments
Solutions for long-term care
You should consult your tax/legal counsel for advice and information concerning your particular circumstances. Neither Investment Centers of America nor any of its representatives may give tax or legal advice. |
| |
Investment Representatives
Dan Taylor, Investment Representative
Located at Bank Forward
430 West Main St
PO Box 635
Valley City ND 58072
T 701.845 1220 TF 888.841 4783
Please contact Dan for appointments and office hours in New Rockford, Carrington and Cooperstown.
Deb Kohler, Investment Representative
Teresa Tangen, Investment Representative
Located at Bank Forward
430 West Main St
PO Box 635
Valley City ND 58072
T 701.845 1220 TF 888.841 4783
Beth Mueller, Investment Representative
Located at Bank Forward
400 2nd Ave SW
PO Box 850
Jamestown ND 58402
T 701.251 2040 TF 800.450 3115
Nikki Mertz, Investment Representative
Located at Bank Forward
484 Main St
PO Box 222
Carrington, ND 58421
T 701.652 2852
Mark Brakel, CFP®
Investment Representative
T 701.219 4989 |
| |
Important Consumer Information
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent, (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
We are registered to offer securities in the following states: Minnesota and North Dakota.
|
| |
SIPC
http://sipc.org
|
| |
FINRA
http://www.finra.org/index.htm
|
| |
Please note
Investment Centers of America, Inc.(ICA), member FINRA, SIPC, a Registered Investment Advisor, is not affiliated with Bank Forward or Invest Forward. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are
• Not insured by the FDIC or any other Federal Government agency
• Not a deposit or other obligation of, or guaranteed by any bank or their affiliates
• Subject to risks, including the possible loss of principal amount invested. |
| |
ICA Privacy Policy
http://www.investmentcenters.com/public/forms/ica_madv6130a.pdf
|
| |
|
