Tama County Investment Services is located at the State Bank of Toledo's South Branch location. Our business hours are Monday-Friday 8-5pm, with other hours by appointment. We acknowledge the importance of hometown roots and are pleased to have Brian as an advisor. Check the background of this investment professional on FINRA's BrokerCheck.

 

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This email address is being protected from spambots. You need JavaScript enabled to view it., CFP®, has been with Tama County Investment Services since the spring of 2009. Brian received his CERTIFIED FINANCIAL PLANNER™ certification in May of 2012. His education background includes an Associate of Arts degree in Business Administration and a Bachelor of Arts degree in Financial Management and Real Estate from the University of Northern Iowa. Brian completed his CFP Certification Professional Education Program from the College For Financial Planning.  

Brian is registered in the following states: AZ, AR, CA, CO, DE, FL, GA, ID, IL, IN, IA, LA, MI, MN, MO, MT, NE, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT & WI

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