First Investment Services

First Investment Services First Investment Services is a financial services firm that helps clients along their financial journey. Member FINRA/SIPC. www.finra.org, www.sipc.org.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Insurance products are offered through LPL or its licensed affiliates. First Bankers Trust, N.A. and First Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Investment Se

rvices, and may also be employees of First Bankers Trust, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Bankers Trust, N.A. or First Investment Services. Securities and insurance offered through LPL or its affiliates are:

• Not Insured by FDIC or Any Other Government Agency
• Not Bank Guaranteed
• Not Bank Deposits or Obligations
• May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

As we wrap up our LPL Focus 2026 takeaways, we’re finishing the series with Randy and some of the broader perspectives h...
09/02/2026

As we wrap up our LPL Focus 2026 takeaways, we’re finishing the series with Randy and some of the broader perspectives he brought home from San Diego.

💬 “Focus provided the opportunity to hear economic outlooks from various perspectives while also learning more about financial positioning, tax planning, retirement income strategies and the evolving role of technology in our industry. Continuing to stay informed and learn from different perspectives helps us better support the conversations and relationships we have with our clients.”

From new technology and greater efficiencies to retirement planning, changing markets and the client experience, our team came home from Focus with plenty of ideas and perspectives to carry forward.

We’re grateful for the opportunity to continue learning together and look forward to putting those lessons to work.

There’s more to bring home from a conference than notes and new ideas—it’s what you do with them once you’re back in the...
08/31/2026

There’s more to bring home from a conference than notes and new ideas—it’s what you do with them once you’re back in the office.

For Kristin, one of the biggest takeaways from LPL Focus 2026 was seeing what’s ahead for the tools and technology our team uses every day.

💬 “I’m excited about the rollout of new tools and updated platforms from LPL! As the Operations Manager, I am looking forward to putting them to use in our day-to-day operations to create greater efficiency for our team and allow us to continue delivering excellent service to our clients.”

One more team takeaway to go as we wrap up our Focus series!

Money can be a difficult conversation, especially if parents don’t feel totally comfortable with the topic themselves. B...
08/28/2026

Money can be a difficult conversation, especially if parents don’t feel totally comfortable with the topic themselves. But Jennifer Seitz, director of education at Greenlight, a family personal finance app, said that’s starting to change.

As we continue sharing our team’s LPL Focus 2026 takeaways, today we’re hearing from Aaron!For Aaron, Focus is an opport...
08/28/2026

As we continue sharing our team’s LPL Focus 2026 takeaways, today we’re hearing from Aaron!

For Aaron, Focus is an opportunity to stay informed as the financial landscape continues to evolve. This year, she spent additional time learning about retirement and estate planning and how approaches to planning continue to change.

💬 “I look forward to attending Focus every year. It helps me stay up to date on the ever-changing investment environment and provides new perspectives we can bring back to the conversations we have with our clients. My focus this year was on retirement and estate planning, particularly how planning strategies continue to evolve and the importance of thinking not only about retirement, but also about the legacy clients hope to leave for the next generation.”

We’re looking forward to sharing a few more perspectives from our team!

Our LPL Focus 2026 takeaways continue!For Melissa, Focus was a reminder that there are always opportunities to learn, im...
08/26/2026

Our LPL Focus 2026 takeaways continue!

For Melissa, Focus was a reminder that there are always opportunities to learn, improve and find better ways to support both our team and our clients.

💬 “Focus was a great reminder that even small changes can make a difference. I came back with new ideas for improving our processes, making better use of the resources available to us and finding ways to make the overall experience better for both our team and our clients.”

We’re excited to keep putting what we learned in San Diego into practice!

🎉 Happy Birthday to the man who started it all! 🎉Today we’re celebrating a very special birthday — and the person whose ...
08/25/2026

🎉 Happy Birthday to the man who started it all! 🎉

Today we’re celebrating a very special birthday — and the person whose vision helped start First Investment Services and build the foundation for what FIS is today.

Randy, we’re grateful for the years of dedication, leadership, and commitment that helped shape our team and the clients.

Please join us in wishing him a very Happy Birthday! We hope your day is filled with plenty of celebration, good food, and well-deserved birthday wishes! 🎂

Managing risk is just as important as pursuing growth.We build diversified portfolios tailored to your goals and risk to...
08/24/2026

Managing risk is just as important as pursuing growth.

We build diversified portfolios tailored to your goals and risk tolerance, with ongoing monitoring to help keep your strategy on track through changing markets.

Ready to review your portfolio? Contact us today: https://www.firstinvestmentservices.com/contact-1

"When should I file for Social Security?" This becomes one of the most important decisions clients of financial advisors...
08/21/2026

"When should I file for Social Security?" This becomes one of the most important decisions clients of financial advisors may face as retirement approaches. Optimal timing depends on personal circumstances, savings goals, and spousal considerations. Here's what to know.

We’re continuing our LPL Focus 2026 takeaways with Jeremy!One message that stuck with Jeremy was the importance of being...
08/20/2026

We’re continuing our LPL Focus 2026 takeaways with Jeremy!

One message that stuck with Jeremy was the importance of being willing to do things differently, paying attention to the little details and making every interaction count.

💬 “Don’t be afraid to do things differently, pay attention to the little details, and treat somebody the way you wish you could treat everybody.”

He also came back with a renewed focus on making the most of the resources and technology available to help streamline everyday tasks—allowing more time and attention to be focused where it matters most: our clients.

More takeaways from our team are still to come!

Address

Quincy, IL

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

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