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Investment Services

Investing is a great way to improve your portfolio. At MidWestOne, we give you the personal attention you deserve. We’ll help you create a direction for your investment needs. You’ll get face-to-face meetings with professionals who are ready to serve you. We begin by learning more about you. . Then, we will:  

  • Identify your goals
  • Create your portfolio
  • Manage your assets
  • Review your investment performance

We’ll need to know your risk tolerance and liquidity needs before choosing from our broad array of asset classes and investment categories, including:

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • Real Estate Investment Trust (REIT)

You can count on us to help you plan your portfolio, manage investment risk, work towards reducing your taxes and maintain your investment liquidity.

Contact one of our investment professionals to learn more.


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. MidWestOne Bank and MidWestOne Investment Services are not registered broker/dealers, nor are they affiliated with LPL Financial.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not a Deposit

Not Insured by any Federal Government Agency

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investment and services mentioned are available in every state.