Investments

For customers looking for investment management services, Bankers Trust has the professionals – and the expertise – to help. When it comes to investing, you want to do more than hope you made the right choice. You want to trust that the people working with you are committed to getting to know you and building a strong, long-lasting relationship. Many of our customers have been with us for over a decade, and there are over 25 customers who have demonstrated their trust in us by referring their children, parents or siblings. Through our BTC Financial Services division, we take a relationship-based approach to understand your distinct investment and retirement planning needs and objectives.

Our team puts your best interests first, building trust all along the way. This approach has resulted in customers investing more than $125 million through BTC Financial Services, with assets including stocks, corporate bonds, municipal bonds, government bonds, mutual funds, ETFs (Exchange Traded Funds), REITs (Real Estate Investment Trusts) and annuities.

Meet Our Team

Egge JasonJason Egge, Vice President – BTC Financial Services
(515) 245-2892 | jason.egge@securitiesamerica.com
Jason is the leader of the BTC Financial Services team, and has over 20 years of experience in the financial services industry. He maintains his FINRA Series 7, 24, 63 and 65 and Iowa Producer’s Life license. Jason was recognized by his peers with the 2010 Award of Excellence for integrity and was nominated by Securities America in 2016 as one of the Top 100 Bank Advisors in the U.S. He was a 2015 Platinum Club Top Producer and a 2016 Master’s Forum Top Producer. Jason serves as a board member for the Securities America Financial Institutions Advisory Council. He holds a degree in economics from Coe College.

Bailey LoseBailey Lose, Investment Officer
(515) 271-1005 | bailey.lose@securitiesamerica.com
Bailey has over 10 years of experience in the financial services industry and a degree in business administration from the University of Iowa. She maintains her FINRA Series 6 and 63, as well as her Iowa Producers Life licenses. Bailey follows the BTC Financial Services process, which has resulted in customers investing over $25 million in assets through her.

Pereda Cristal

Cristal Klipping, Client Experience Specialist
(515) 271-1013 | cristal.pereda@securitiesamerica.com
Cristal has four years of experience in the financial services industry. Prior to joining the BTC Financial Services team in 2018, she worked as a relationship banker at Bankers Trust Company.

 

Mary SwansonMary Swanson, Operations Manager
(515) 271-1016 | mary.swanson@securitiesamerica.com
Mary has 20 years of experience in the financial services industry, and 10 of those years have been with BTC Financial Services. She earned her degree in accounting from Iowa State University and her Master of Taxation degree from Drake University.

Phetpriyavanh SadySady Phetpriyavanh, Assistant Operations Manager
(515) 271-1009 | sady.phetpriyavanh@securitiesamerica.com
Sady is the newest member of our team and has four years of experience in the financial services industry. Prior to joining the BTC Financial Services team this year, she worked as a relationship banker at Bankers Trust Company.

Our Process

When it comes to investment and retirement planning, we understand that customers are coming to us with a lifetime of their hard work and savings. Our goal is to help clients find investment options that will give them peace of mind so they’re able to enjoy the things that matter most in retirement – spending time with family and friends and enjoying warm vacations in the winter! That’s why we take all clients through a four-step process, which includes:

  • Discovery – We work closely with you to understand your values, goals, financial situation, income needs and the future you’ve imagined for yourself.
  • Plan – Our team develops a written plan or proposal that will be presented to you, outlining recommended strategies to help reach your goals.
  • Implement – After the plan is approved, we’ll select the tools and resources needed to implement your strategy.
  • Monitor – Once up and running, we’ll regularly review your plan’s progress against benchmarks and changes in your life, making adjustments as needed.

Working with Us

When it comes to working with BTC Financial Services, you’ll appreciate our relationship-focus, and find that we’re genuinely interested in our customers and helping make their retirement goals possible. Get a feel for what it’s like to work with us through this short video.

Visit Us

The BTC Financial Services office is based out of the Bankers Trust Windsor Heights branch located at:

7000 University Ave.
Windsor Heights, IA 50324

Additional Resources

 

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc.  Bankers Trust, BTC Financial Services, a division of Bankers Trust,  and Securities America are separate entities. NOT FDIC INSURED. NO BANK GUARANTEES. MAY LOSE VALUE and NOT a deposit and NOT INSURED by any GOVERNMENT AGENCY.