Investment Services

You do not need to be a customer of State Bank of Toledo to use our services.  There are no special requirements or qualifications.  Contact  Brian Sokol at 641 484-2980 for a no obligation appointment. There is no better time to upgrade your investment program and we would like to help you!

Tama County Investment Services offers its securities through IBA Securities, a division of Broker Dealer Financial Services Corp. (BDFSC) BDFSC is a brokerage firm based in Des Moines, Iowa. BDFSC is a fully licensed broker-dealer and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC).

First Clearing, LLC (FCC) provides account protection and clearing services for BDFSC.  We know that safety of your assets is also a primary concern.  FCC is a member of the Securities Investors Protection Corporation (SIPC), which provides protection for amounts up to  $500,000 each with a limitation of $100,000 on claims for cash balances.  Above and beyond SIPC coverage, First Clearing maintains additional insurance coverage through London Underwriters (Lloyd’s). The aggregate amount of all client losses covered under this policy is subject to a limit of $1 billion, with each client covered up to $1.9 million for cash.

 

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100 E High St. PO Box 309 Toledo, IA 52342  Phone: 641-484-2980
Securities offered through Broker Dealer Financial Services Corp.
Member FINRA & SIPC
Broker Dealer Financial Services is not a bank, and securities offered by it are not deposits, are not FDIC insured, are not guaranteed and may lose value. Not insured by any US Government Agency.