Investment Center Advisors

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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 retirement 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.

Happy Halloween from all of us at Investment Center Advisors!We hope everyone enjoys a safe and fun Halloween.
10/31/2026

Happy Halloween from all of us at Investment Center Advisors!
We hope everyone enjoys a safe and fun Halloween.

10/23/2026

❤️ BIG THINGS HAPPEN WHEN A COMMUNITY COMES TOGETHER! ❤️

We believe investing in kids is one of the best investments a community can make, and Taylor & Adam from, Investment Center Advisors helped us do just that!

Thank you for supporting our Number Ninja program and helping us create opportunities for students to grow their math skills, gain confidence, and celebrate their accomplishments. 🥷📚

We are proud to have such generous local businesses standing behind our students!

👏Thank you for being part of our Ninja team! 💙

Financial conversations are an important part of any relationship.This article explores practical ways couples can build...
10/20/2026

Financial conversations are an important part of any relationship.
This article explores practical ways couples can build healthy financial habits, communicate effectively about money, and work toward shared goals.

Couples may be able to head off many of the problems in a marriage that money can cause.

Get to know our team.Nicole works in our Aberdeen office as a Registered Administrative Assistant. She helps support cli...
10/13/2026

Get to know our team.
Nicole works in our Aberdeen office as a Registered Administrative Assistant. She helps support clients and advisors with account servicing, operational support, and day-to-day client needs, helping ensure a smooth and responsive experience.
Outside of the office, Nicole enjoys staying active, traveling, and spending time with family.
Learn more about our team: https://www.investmentcenteradvisors.com/aberdeen-team

Understanding how tax brackets work can be an important part of making informed financial decisions. This article explai...
10/06/2026

Understanding how tax brackets work can be an important part of making informed financial decisions.
This article explains the basics of marginal income tax brackets and how they may affect your overall tax picture.
Read more and reach out to discuss how taxes fit into your overall financial strategy.

An inside look at how marginal income tax brackets work.

Understanding how income taxes work can be an important part of making informed financial decisions. This article provid...
09/29/2026

Understanding how income taxes work can be an important part of making informed financial decisions. This article provides an overview of key tax concepts and how the tax system is structured. Read more below, and feel free to reach out if you have any questions.

A quick look at how federal income taxes work.

Get to know our team. Alivia works in our Council Bluffs office as Client Services Manager. She works closely with clien...
09/22/2026

Get to know our team. Alivia works in our Council Bluffs office as Client Services Manager. She works closely with clients and advisors to help ensure a smooth experience and provide responsive support throughout the planning process. Outside of work, Alivia enjoys hiking, bicycling, and spending time with family and friends.
Learn more about our team: https://www.investmentcenteradvisors.com/council-bluffs-team

Creating a home inventory can be an important part of protecting what matters most. This article outlines how documentin...
09/15/2026

Creating a home inventory can be an important part of protecting what matters most. This article outlines how documenting personal belongings can help simplify insurance claims and improve recordkeeping.
Read more below and let us know if you have any questions.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Happy Labor Day from all of us at Investment Center Advisors. In observance of the holiday, our office and the stock mar...
09/07/2026

Happy Labor Day from all of us at Investment Center Advisors.
In observance of the holiday, our office and the stock market will be closed on Monday, September 7. We hope everyone enjoys a safe and relaxing long weekend.

September is College Savings Month.Whether you're planning for children, grandchildren, or future educational goals, set...
09/01/2026

September is College Savings Month.
Whether you're planning for children, grandchildren, or future educational goals, setting aside time to review your savings strategy can be an important step toward preparing for future expenses.

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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