Investment Services

You do not need to be a customer of State Bank of Toledo to use our services.  There are no special requirements or qualifications.  Contact  Brian Sokol at 641 484-2980 for a no obligation appointment. There is no better time to upgrade your investment program and we would like to help you!

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.

 

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.  

 

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100 E High St. PO Box 309 Toledo, IA 52342  Phone: 641-484-2980
Securities offered through Broker Dealer Financial Services Corp.
Member FINRA & SIPC
Broker Dealer Financial Services is not a bank, and securities offered by it are not deposits, are not FDIC insured, are not guaranteed and may lose value. Not insured by any US Government Agency.