YOUR LOCAL SOURCE FOR WEALTH MANAGEMENT

Grinnell Investor Center

We are here to help you chose the investing and wealth management solutions that best fit your individual needs. Whether you’re looking to save for your retirement, planning your estate or needing stock advice, we are here with over 58 years of combined experience and the knowledge to help you.

Check out the background of our investment professionals on FINRA’s BrokerCheck.

Our Investment Advisors

Why choose Grinnell Investor Center for your investing needs?
  • Team Approach
  • Easy Transfer (a phone call away)
  • 24/7 Access to the Investment Platform
  • Performance Reviews at Request

Services We Offer within Grinnell Investor Center

INVESTMENT PRODUCTS
  • Common and Preferred Stocks
  • Exchange Traded Funds
  • Mutual Funds
  • Real Estate Investment Trusts
  • Certificate of Deposit
WEALTH PROTECTION
  • Estate Planning
  • Fixed Annuities
  • Variable Annuities
  • Life Insurance
  • Long Term Care
RETIREMENT PLANNING
  • Traditional, Simple, or Roth Individual Retirement Accounts (IRA)
  • 401k and 403b Plans
COLLEGE FUNDING
  • Iowa 529 Plans
  • UGMA/UTMA
  • *Click Here to Inquire about additional College Savings Options
Connect with Grinnell Investor Center

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Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: Iowa, Arizona, California, Indiana, Wisconsin, Colorado, Illinois, Missouri, Ohio, Oklahoma, & Kentucky. Cambridge and Grinnell State Bank d/b/a Grinnell Investor Center and are not affiliated.

Non-deposit investment products are NOT FDIC INSURED – NO BANK GUARANTEE – MAY LOSE VALUE

*At certain places on our website we offer direct access, or “links”, to other websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of Grinnell Investor Center. Grinnell Investor Center does not endorse, approve, certify, or control these websites, and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent financial professional. Grinnell Investor Center does not necessarily endorse or recommend any commercial product or service described at these websites.