For more information about our Private Client Brokerage services, we invite you to contact:
Vice President, Financial Services
7000 University Ave.
Windsor Heights, IA
Account Executive, Financial Services
655 E. Army Post Rd.
Des Moines, IA
Investment and insurance products are offered through Fintegra LLC, an independent registered broker/dealer, member FINRA/SIPC, OSJ phone 763.585.0503. Annuities are products of, and guaranteed and underwritten by the respective insurance companies. Penalties may apply for early withdrawal. A 10% penalty may apply for withdrawals prior to age 59½. Bankers Trust and Fintegra are not affiliated. Jason Egge and Lori McKnight are registered representatives of Fintegra and licensed to conduct insurance business in Iowa. This is not considered a solicitation in states Jason and Lori are not licensed. Licensed representatives of Fintegra do not provide tax or legal advice.
Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.