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Investment Management Services

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First National Investment Services is here to help build your financial future. Whether you just started your first job or are enjoying retirement. Investment expert, Ric Nelson, located in house, is here to help. Ric has been assisting clients with their financial planning and investing needs for eight years at First National Investment Services and in the industry for fourteen years. You can expect personalized, one-to-one responsive service and can be confident he will do everything possible to help secure a solid financial plan. With a thorough knowledge of the market, and an even better understanding of your needs, we can begin helping you plan for tomorrow, today.

Many clients find it beneficial to have us review their portfolio as they work toward their investment goals. Ric would be happy to complete a complimentary analysis for you! He will sit down with you, review where you are now, discuss where you want to be, and work together to develop strategies to get there. This discussion will also allow you to experience the benefits of working with a trusted advisor.

To learn more, contact Ric Nelson, Investment Officer, at (515) 663-3074 or email richard.nelson@lpl.com.

Personal Services

  • Retirement Planning
    • IRAs
    • 401(K) Rollovers
    • Distribution Planning
  • 529 College Savings
  • Stocks, Bonds and Mutual Funds
  • Portfolio Analysis

Business Investment Services

  • 401(K) Plans
  • Simple Plans
  • Insurance
  • Cash Management Solutions

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First National Bank is not affiliated with LPL Financial. Securities and Insurance Products are offered through LPL Financial and its affiliates. Member FINRA/SIPC.

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