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NVIS

Nodaway Valley Investment Services

A long history and a strong reputation.

Nodaway Valley Bank has been meeting the financial needs of residents in Northwest Missouri for more than 135 years. Over time, the nature and complexity of saving money has changed greatly, with more investment options worldwide from which to choose.

Because strategic personal investment planning is not only more important, but more challenging for the average investor, Nodaway Valley Bank formed Nodaway Valley Investment Services which provides access to professional retirement and investment planning, as well as non-FDIC insured investment products through a partnership with LPL Financial.

Whether your financial affairs are relatively simple or very complex, working with a professional consultant can help plan for financial success with insight on how to:

  • FUND YOUR RETIREMENT.

  • PURCHASE A QUALITY EDUCATION.

  • DEVELOP A REALISTIC INVESTMENT PLAN.
    An appropriate plan should seek to achieve your desired investment yield (level of return) without taking on more risk (or more kinds of risk) than you can tolerate.

  • SAVE FOR COLLEGE

  • PLAN FOR COLLEGE

We can help you reach your financial goals by:

  • OFFERING PRUDENT AND TIMELY ADVICE.

  • MONITORING AND MANAGING YOUR PERSONALIZED STRATEGY.

  • SIMPLIFYING DECISIONS.
    We can help pare down the choices - more than 10,000 mutual funds, comprised of stocks or bonds, or a combination of both, plus municipal and other government securities, taxable and tax-free, plus thousands of annuities, insurance options and individual securities — to those that fit your parameters.

Our financial consultants are affiliated with LPL Financial, a member of the Financial Industry Regulatory Authority /Securities Investor Protection Corporation (FINRA/SIPC). For more information regarding FINRA and SIPC membership, please visit www.finra.org and http://www.sipc.org/.  

*FULL SERVICE BROKERAGE
In addition to guidance from a financial consultant, our clients have the option of using an online LPL Full Service Brokerage, allowing you to view your account information online 24-hours a day. Click here to preview the Full Service Brokerage website.

To OPEN a Full Service Brokerage account, call Nodaway Valley Investment Services at 816-901-4605 or click here to email us.

To LOG IN to LPL Full Service Brokerage, click here.

For additional information or to set an appointment to review your current financial plans, contact :
Dan Sommers
LPL Financial Registered Principal

NVIS Logo 20110714
402 N. Belt Hwy., P.O. Box 7315  - St.Joseph, MO 64507-7315
816-901-4605
http://www.lpl.com/nvis
daniel.sommers@lpl.com

Securities offered through LPL Financial, member FINRA / SIPC.  Insurance products offered thru LPL Financial or its licensed affiliates.  The investment products sold through LPL Financial are not insured Nodaway Valley Bank deposits and are not FDIC insured.  The products are not obligations of the Nodaway Valley Bank and are not endorsed, recommended or guaranteed by Nodaway Valley Bank or any government agency.  The value of the investement may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, IA, KS, KY, MO, NJ, WI.