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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.

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
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Meet Our Team

Allan Walz

Allan Walz

LPL Financial Advisor

Christina Hockenberg

Christina Hockenberg

Administrative Assistant

Dirk Ockerlander

Dirk Ockerlander

Vice President, LPL Financial Advisor

Hannah Moore

Hannah Moore

LPL Registered Sales Assistant

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

Natalie Cargin

Natalie Cargin

Administrative Assistant

Tasha Fowler

Tasha Fowler

Second Vice President, LPL Registered Marketing & Sales Assistant

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