Solutions

We can help you reach your goals at each stage of your life. We create a financial strategy built around your current priorities, and then adjust as goals are reached and priorities change.‚Äč

 

  • Create a written lifetime plan
  • Retirement planning and transition strategies
  • Portfolio planning and risk management
  • Tax planning
  • Life and disability insurance
  • Long-term care
  • Job transition planning
  • Business cash-flow planning
  • Business succession planning
  • Estate planning
  • College planning
  • Charitable giving strategies

FINRA | SIPC

Investment Centers of America, Inc., member FINRA, SIPC, a registered Investment Advisor, is not affiliated with Frandsen Bank & Trust or Frandsen Investment Services. Securities, Advisory Services, and insurance products are offered through Investment Services of America, Inc. and affiliated insurance agencies are:
 




 

Important Consumer Information:
 

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in the following states: Minnesota, North Dakota, Arizona, California, Florida, Iowa, Montana, Nebraska, Ohio, South Dakota, Texas, and Wisconsin.
 

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