Bobbi Spainhower, AAMS, Investment Advisor Representative

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Bobbi Spainhower, AAMS, Investment Advisor Representative Investment and insurance products and services are offered through OSAIC INSTITUTIONS, INC. Osaic Insititutions and First Security Bank are not affiliated.

Member FINRA/SIPC.First Security Investment Services is a trade name of First Security Bank. I joined First Security Investment Services in 2013 and have over a decade of financial experience, most of that being in Wealth Management. I attended Utah State University and earned the Life Underwriter Training Council Fellow ℠ (LUTCF®) certification from the College for Financial Planning. Advisors with this credential are experts in understanding life, disability, and long-term care insurance for clients from all walks of life - whether they're individuals with a young family, a business owner, or someone interested in passing on an estate to the next generation. I have my FINRA Series 7 and FINRA Series 66 licenses.

*Investment and insurance products and services are offered through Oasic Institutions, Inc., Member FINRA/SIPC. First Security Investment Services is a trade name of First Security Bank & Trust Company. OASIC INSTITUTIONS, INC. and First Security Bank & Trust are not affiliated. Products and services made available through OASIC INSTITUTIONS, INC. are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

11/04/2026

Retirement can be considered the universal financial goal.

10/30/2026

Charitable remainder and charitable lead trusts are special types of trusts into which you transfer assets, retain either a present or future economic benefit for yourself or your family, and provide for a present or future transfer to a charitable entity. The transfer into either one of these types...

10/30/2026

This or That: Wealth Management Edition!

Everyone has different goals for their financial future, and no two plans look exactly alike!

Watch our video to see which options our team would choose.

Whether you're planning for a big milestone or working toward a smaller goal, our Wealth Management team can help you plan for what matters most.

Have questions about your financial future? Reach out to Bobbi to get started!

10/28/2026

A tax credit is available for qualified plug-in electric drive motor vehicles, including passenger vehicles and light trucks, acquired after 2009. A qualified plug-in electric drive motor vehicle is a vehicle:

10/26/2026

The federal government provides tax relief to qualifying individuals in the form of tax credits. Tax credits are valuable because they are dollar-for-dollar reductions of your tax liability. In some cases, they may result in tax refunds. In general, the rules regarding tax credits are the same for m...

10/23/2026

A charitable gift is a contribution of cash or property to, or for the use of, a qualified charity. A gift is "for the use of" an organization when it's held in a legally enforceable trust for the qualified organization or in a similar legal arrangement. Americans give billions of dollars to chariti...

10/21/2026

A new comparability plan is a qualified profit-sharingplan that can have more substantial contributions for favored employees(usually higher-paid workers and key employees). With this type of plan,contributions are not allocated strictly as a percentage of compensation.Instead, by dividing up plan p...

10/19/2026

What is blockchain, and why does it matter?

10/16/2026

Qualified small business stock is a type of tax-favored investment in certain small businesses; the Internal Revenue Code provides a tax break to help qualifying small businesses raise capital. A number of Internal Revenue Code requirements apply. Essentially, however, this is stock issued by those....

10/14/2026

Qualifying widow(er) with dependent child — let's just call it qualifying widow(er) — is a filing status for federal income tax returns that may be available to you if your spouse died at any time during the prior two tax years. The filing status that you choose is important because it determine...

Address

809 Clark Street
Charles City, IA
50616

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+16412571225

Website

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