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Contact Us627 E Locust Street Pat Johnson Curtis Fett Pat Johnson, Barbara Kazma and Curtis Fett are registered representatives of LaSalle St. Securities, LLC. |
Whether you’re investing for retirement, a child or grandchild’s college expenses or another investment goal, you’re depending on steady growth for your investment dollars. To build wealth wisely and securely, it takes an investment consultant who can understand your current financial position and develop a strategy for a well-balanced portfolio. Our experience, our insight and our integrity all combine to formulate strategies that are uniquely yours, customized to meet your needs and expectations.
Through our relationship with LaSalle St. Securities, LLC., we are able to offer a wide range of high quality investment products and services for every investor.
- Fixed Annuities
- Variable Annuities
- Stocks & Bonds
- Mutual Funds
- Long Term Care Insurance
- Life Insurance
- Disability Income Insurance
- Estate/Inheritance Conservation
- Retirement Planning
- Tax-Advantaged Investing
- College Planning
- IRAs/Roth IRAs
- Pension/Profit Sharing Plans
- SEP and SIMPLE Plans
- 401(k) and 403(b) Plans
- Investment Advisory Services
-Fee Based Advisory Accounts
Securities are offered only through LaSalle St. Securities, LLC.(LSS) Member FINRA/SIPC. 940 Industrial Dr., Elmhurst IL 60126. Insurance products and Fixed Annuities are offered through third party annuity providers. Past performance does not guarantee future results. These Investments are Not FDIC insured nor are they guaranteed by Iowa State Bank, LaSalle St. Securities, LLC., or any third party annuity provider. Investments involve certain risks including the loss of principal. Mr. Fett is an Investment Advisor Representative of and advisory services are offered through LaSalle St. Investment Advisors LLC, a Registered Investment Advisor affliated with LSS. Iowa State Bank Investment Services is a registered branch of LSS.
Newsletter
Here’s where you can find investment information from Money At Work, a free investment newsletter.
| Spring 2013 (pdf) | Seven financial sins to avoid Seeking balance in your life Traditional vs Roth IRAs: a taste test Should you update your will? Medicare surtax in action |
| Winter 2013 (pdf) |
Charitable trusts: take the lead |
| Summer 2012 (pdf) |
Changes on tap for 401(k)s |
| Spring 2012 (pdf) |
Back to basics: how to diversify |
| Fall 2011 (pdf) |
Six investment moves for year-end |
Not FDIC Insured May Lose Value No Bank Guarantee