Investment Center Advisors

Investment Center Advisors Contact our experienced wealth management team today! No offers may be made or accepted from any resident of any other state.

We proudly serve the Council Bluffs, Omaha & Aberdeen areas with comprehensive wealth management services including retirement planning, estate planning, investment management, tax planning, business, and farm succession planning. At Investment Center Advisors, we proudly serve the Council Bluffs, IA, Aberdeen, SD and the Omaha, NE areas with comprehensive wealth management services including reti

rement planning, estate planning, investment management, tax planning, business, and farm succession planning. Fax: (712)322-6202

Securities offered through LPL Financial, Member SIPC sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Deciding when to take Social Security is an important part of the retirement planning process. This article highlights k...
07/14/2026

Deciding when to take Social Security is an important part of the retirement planning process. This article highlights key factors to consider when evaluating your options.

Read more below, and feel free to reach out if you’d like to talk through how this decision fits into your overall plan.

One of the most common questions people ask about Social Security is when they should start taking benefits.

What could shape markets during the second half of 2026?From artificial intelligence and interest rates to geopolitics a...
07/13/2026

What could shape markets during the second half of 2026?

From artificial intelligence and interest rates to geopolitics and policy decisions, several key themes continue to influence the investment landscape.

Explore LPL Research's Midyear Outlook 2026 for perspective on the months ahead, and please reach out if you have any questions.

Navigate markets with LPL Research’s 2026 Midyear Outlook, with insights on stocks, bonds, the economy, and more. Explore what to expect over the second half of 2026.

Get to know our team. Travis works in our Council Bluffs office, focusing on investment strategy and long‑term financial...
07/07/2026

Get to know our team. Travis works in our Council Bluffs office, focusing on investment strategy and long‑term financial planning. As a Chartered Financial Analyst® charter holder and Accredited Investment Fiduciary®, he brings a disciplined, research‑driven perspective to client portfolios, supported by his background in financial analysis and experience as an equity analyst.
Learn more about our team: https://www.investmentcenteradvisors.com/council-bluffs-team

Wishing everyone a safe and enjoyable 4th of July weekend. In observance of the holiday, our office and the stock market...
07/03/2026

Wishing everyone a safe and enjoyable 4th of July weekend. In observance of the holiday, our office and the stock market will be closed on Friday, July 3.

Understanding how stocks work can be an important step in building long‑term financial knowledge. This article breaks do...
06/26/2026

Understanding how stocks work can be an important step in building long‑term financial knowledge. This article breaks down the fundamentals and how stocks fit into the broader market.

Read more below, and feel free to reach out if you have any questions or would like to discuss how this may apply to your financial plan.

Understanding how a stock works is key to understanding your investments.

It’s common for investors to focus on avoiding market ups and downs. However, volatility isn’t the only factor that can ...
06/23/2026

It’s common for investors to focus on avoiding market ups and downs. However, volatility isn’t the only factor that can influence long‑term financial plans. Other considerations, such as inflation, taxes, and longevity, can quietly affect outcomes over time, even when markets feel calm.
Our upcoming educational webinar with Hartford Funds will discuss these behavioral and planning considerations and how they relate to long‑term decision‑making.
Register here or reach out for more information:
https://lpl.zoom.us/webinar/register/WN_jquEfyJVT8Gyn3hqYpCXCQ #/registration

Happy Father’s Day from all of us at Investment Center Advisors.
06/21/2026

Happy Father’s Day from all of us at Investment Center Advisors.

In recognition of Juneteenth, the stock market and our office are closed today, Friday, June 19. We will reopen with nor...
06/19/2026

In recognition of Juneteenth, the stock market and our office are closed today, Friday, June 19. We will reopen with normal business hours on Monday, June 22.

Investing involves both strategy and perspective.This video, featuring insights from market strategists at Interactive B...
06/18/2026

Investing involves both strategy and perspective.

This video, featuring insights from market strategists at Interactive Brokers and Charles Schwab, looks at how investor behavior can shift during periods of strong performance and why a disciplined approach still plays a role.

Steve Sosnick, chief strategist at Interactive Brokers, and Kevin Gordon, head of macro research and strategy at the Schwab Center for Financial Research, discuss the fear of missing out in markets.

Address

928 Valley View Drive Ste 18
Council Bluffs, IA
51503

Opening Hours

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

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