 Levi Morris, CFP® |
Check the background of investment professionals associated with this site on FINRA’s Broker Check
Investment Options:
- Stocks & Bonds
- Mutual Funds
- Annuities
- Structured Products
- College Funding (529 plans)
- Retirement Planning
- 401(k) & Qualified Plans
- CDs*
*CDs are the only product listed that are insured by the FDIC.
Disclosures
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community State Bank and Community Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community Financial Services, and may also be employees of Community State Bank. These products and services are being offered through LPL or its affiliates, which are separate mentities from, and not affiliates of, Community State Bank or Community Financial Services. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by FDIC or Any Other Government Agency/Not Bank Guaranteed/Not Bank Deposits or Obligations/May Lose Value |
The LPL Financial Registered Representatives Associated with this site may only discuss and/or transact securities business with residents of the following states: NM, IA, IL, MO, NE, FL, MT, SD, CA, CO, KY, AZ, OH, MN
Community State Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
Community State Bank Investment products only offered at FINRA approved branches (below).
1812 Hwy Blvd
Spencer, IA 51301
208 Main St
Albert City, IA 50510