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Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

About

We are dedicated to helping clients make sound, confident financial decisions.

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Our Process

A strong support system is the best way to create a unique and flexible financial plan.

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Products & Services

View our selection of products and services and determine which first step is the best for your financial situation.

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<b>TIAA Advisory Services</b>

TIAA Advisory Services

MidWestOne Investment Services is proud to hold an operational relationship with Teachers Insurance and Annuity Association of America (TIAA), which allows select advisors at our firm to use their experience to provide financial planning services to participants of eligible employer retirement plans held by TIAA. Click the button below to learn more about which plans are eligible for these services.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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Meet Our Team

Allan Walz

Allan Walz

LPL Financial Advisor

Amanda Anderson

Amanda Anderson

LPL Registered Sales Assistant

Brian Ties, CFP®

Brian Ties, CFP®

Second Vice President, LPL Financial Advisor

Carol Sutterfield, CRPS

Carol Sutterfield, CRPS

LPL Financial Advisor

Christina Hockenberg

Christina Hockenberg

Administrative Assistant

Demetrius Levantini

Demetrius Levantini

LPL Financial Advisor

Dirk Ockerlander

Dirk Ockerlander

Vice President, LPL Financial Advisor

Jane Krutzfeldt

Jane Krutzfeldt

Administrative Assistant

Jason Strandberg

Jason Strandberg

LPL Financial Advisor

Jim Magrane

Jim Magrane

LPL Registered Sales Assistant

John D. Evans, AIF®

John D. Evans, AIF®

First Vice President, LPL Financial Advisor

Mary Beth Hines

Mary Beth Hines

LPL Financial Advisor

Michael Lacey

Michael Lacey

LPL Financial Advisor

Mike Roozeboom

Mike Roozeboom

Vice President, LPL Financial Advisor

Rhonda Brummel

Rhonda Brummel

Second Vice President, LPL Registered Marketing & Sales Assistant

Rich Cannon

Rich Cannon

LPL Registered Sales Assistant

Tasha Fowler

Tasha Fowler

Second Vice President, LPL Registered Marketing & Sales Assistant

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