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Wealth Management/Personal/BTC Financial Services

BTC Financial Services

Services

BTC Financial Services

BTC Financial Services is a full-service brokerage staffed by experienced, knowledgeable and trusted advisors. Jason Egge, Vice President/Financial Services, located at Bankers Trust in 2004, and has been a part of the financial services industry since 1997. Customers have invested over $55 million through Jason, helping them choose from alternatives such as mutual funds, stocks, corporate bonds, municipal bonds, government bonds, Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), and annuities. Lori McKnight became an Account Executive in the office in March 2012. She brings a wealth of industry experience having managed over $25 million in client assets during her career.

Jason and Lori have both earned recognition for the work. In 2010 Jason received the “Award of Excellence” for client service and industry integrity at the Fintegra National Sales Conference. The award was voted on by his peers and was a recognition of his efforts on behalf of his clients. In 2007 and 2008 Lori earned the “Women of Distinction” from CUNA given to their top 10% of female advisors

Brokerage services and investment instruments available through BTC Financial Services include:

  • Asset Allocation 
  • Retirement Planning (Traditional & Roth IRAs)
  • Portfolio Tracking 
  • Mutual Funds
  • Bonds (Government, Corporate and Municipal)
  • Exchange Traded Funds (ETFs)
  • Fixed and Variable Annuities 
  • REITs & UITs​​ 

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.