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Wealth Management Financial Services, LLC

Conveniently located at Valley Bank

Valley Bank has partnered with Wealth Management Financial Services, LLC to offer financial products through Fintegra LLC, an independent registered broker/dealer, Member FINRA/SIPC. Our Investment Services division will help you develop a financial analysis and offer you realistic solutions to help reach your goals. It's important to choose the right strategy for your personal needs and we will help you do just that. We will take the time to make sure that you understand all the options available and help you sort through solutions that match up with your risk profile.

Our menu of products and services are designed to help you fulfill your lifetime financial goals:

  • IRA Rollovers
  • 529/Educational Plans
  • Fixed and Variable Annuities
  • 401(k)/Retirement Plans
  • Life Insurance
  • Mutual Funds
  • Roth IRA's
  • Stocks and Bonds
  • Retirement Analysis
  • Investment Management
  • Estate Analysis

Our Financial Advisor

Lynnette Olson is registered to conduct securities business and licensed to conduct insurance business in Iowa and Illinois. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the U.S.

Investment and Insurance Products are offered through Fintegra LLC, an independent registered broker/dealer, Member FINRA/SIPC, 763.585.0503. Valley Bank, Fintegra LLC and Wealth Management Financial Services, LLC are not affiliated. Lynnette Olson is a registered representative of Fintegra.

Investment and Insurance Products:

  • Are NOT FDIC Insured
  • Are NOT Bank Deposits
  • May Lose Value
  • Carry NO Financial Institution Guarantee
  • Are NOT Insured By Any Government Agency 
 
Lynnette Olson

Lynnette Olson

President & CEO
Wealth Management
Financial Services, LLC
Office: (563) 441-6000