Iowa State Bank  

Investment Services

Contact Us

627 E Locust Street
Des Moines, IA  50309
515-244-3413

Barbara A. Kazma
515-246-6362

Barbara Kazma is a registered representatives of LaSalle St. Securities, LLC. 

Whether you’re investing for retirement, a child or grandchild’s college expenses or another investment goal, you’re depending on steady growth for your investment dollars.  To build wealth wisely and securely, it takes an investment consultant who can understand your current financial position and develop a strategy for a well-balanced portfolio.  Our experience, our insight and our integrity all combine to formulate strategies that are uniquely yours, customized to meet your needs and expectations.

Through our relationship with LaSalle St. Securities, LLC., we are able to offer a wide range of high quality investment products and services for every investor.

  • Fixed Annuities
  • Variable Annuities
  • Stocks & Bonds
  • Mutual Funds
     
  • Long Term Care Insurance
  • Life Insurance
  • Disability Income Insurance
     
  • Estate/Inheritance Conservation
  • Retirement Planning
  • Tax-Advantaged Investing
  • College Planning
     
  • IRAs/Roth IRAs
  • Pension/Profit Sharing Plans
  • SEP and SIMPLE Plans
  • 401(k) and 403(b) Plans

Securities are offered only through LaSalle St. Securities, LLC.(LSS) Member FINRA/SIPC.  940 Industrial Dr., Elmhurst IL 60126.  Insurance products and Fixed Annuities are offered through third party annuity providers.  Past performance does not guarantee future results.  These Investments are Not FDIC insured nor are they guaranteed by Iowa State Bank, LaSalle St. Securities, LLC., or any third party annuity provider.  Investments involve certain risks including the loss of principal.  Iowa State Bank Investment Services is a registered branch of LSS.

Newsletter

Here’s where you can find investment information from Money At Work, a free investment newsletter.

Spring 2014 (pdf) LSS Newsletter
Winter 2014 (pdf) LSS Newsletter
Fall 2013 (pdf) Five ways to reduce new surtax.
Retirement savings: Beauty before age.
A bounce-back for chartibale rollovers.
Don't make the same investment mistakes.
Can you count on Medicaid? 
Spring 2013 (pdf) Seven financial sins to avoid
Seeking balance in your life
Traditional vs Roth IRAs: a taste test
Should you update your will?
Medicare surtax in action
Winter 2013 (pdf) 

Charitable trusts: take the lead
Investing around the globe
Put it in writing! Is it still a good time
to convert?
New law includes pension law changes

Summer 2012 (pdf)

Changes on tap for 401(k)s
Are you in your investment comfort zone?
Benefits of special-needs trust
New "cost-basis" rules in play

 

 

 

 

   

 

Not FDIC Insured                  May Lose Value                  No Bank Guarantee

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