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  3. Advisory Services for TIAA Participants

Advisory Services for TIAA Participants

The Individual Participant Advice (IPA) program permits select advisors of MidWestOne Investment Services to offer advisory services to participants of retirement plans held directly at the plan's record keeper or custodian. This service allows a Midwest One Investment Services advisor to provide discretionary advice to participants of retirement plan accounts for a fee using the LPL Financial corporate RIA.  These advisory services include ongoing investment advice and account management regarding the selection and monitoring of investment options that are made available to plan participants.

Midwest One Investment Services has an operational relationship with TIAA that allows select advisors to be authorized on employee retirement accounts at institutions such as the University of Iowa, Iowa State University and University of Northern Iowa. As independent advisors, the advisors of Midwest One Investment Services are not affiliated with TIAA or any institution.Your account stays with TIAA, and you authorize a MidWestOne Investment Services advisor to utilize their experience and background to manage the assets within your existing account.

Investments

  • Individual Retirement Plans
  • TIAA Advisory Relationship
  • Guided Wealth Portfolio
  • Employer Plan Services
  • Asset Allocation
  • College Savings Plans
  • Charitable Giving

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  • 500 South Clinton Street, Iowa City, IA 52240 USA
  • Phone: 319-341-2001
  • Email: mwoinvestmentservices@midwestone.com

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.  Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured MidWestOne Bank deposits and are not FDIC insured.  These products are not obligations of the MidWestOne Bank and are not endorsed, recommended or guaranteed by MidWestOne Bank or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states:
IA, IL, MN, MO, WI, CO, AZ, CA, TX, FL, MI, NC, MD, KS, NY, NE, NV, OH, SD, AR, GA, OK, MA, ND, NM, SC, WA, AL, DC, KY, MT, OR, ID, ME, NJ, PA, UT, VA

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