Investment Services

A clear investment strategy

We understand that each individual has more than just different risk tolerance levels and preferences for how to invest their money. We also appreciate that investments are a means to an end – the specific route you choose to end up at your eventual destination. Investments and investment management are integral pieces of your financial picture. Whether you wish to delegate day-to-day asset management, meet with a professional advisor or financial consultant or have access to an advisor through a digital investment tool, we have a strategy for you.

Investment Services

Contact a Financial Consultant Today

Mark Konrardy  
Financial Consultant, AVP  
563.589.2156  
MKonrardy@htlf.com

Michael J. Meyer  
Financial Consultant, VP  
563.589.4535  
MMeyer@dubuquebank.com

Gavin Doyle  
Financial Consultant, VP  
815.777.5105  
GDoyle@illinoisbank.com

Gavin Doyle  
Financial Consultant, VP  
815.777.5105  
GDoyle@illinoisbank.com

Mary Ryan  
Financial Consultant  
920.453.7137  
MRyan@wisconsinbankandtrust.com

David Jazo, CFP®, CEPA®, AIF®  
Financial Consultant, VP  
602.381.2154  
DJazo@arizbank.com

Brett Flood  
Financial Consultant, AVP  
913.234.2503  
BFlood@bankbv.com

Tony Cox  
Financial Consultant, AVP  
913.234.3024  
TCox@bankbv.com

 

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

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Dubuque Bank & Trust, a division of HTLF Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit Working With a Financial Professional Associated with a Financial Institution for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Dubuque Bank & Trust, a division of HTLF Bank and DB&T Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using DB&T Investment Services, and may also be employees of Dubuque Bank & Trust, a division of HTLF Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Dubuque Bank & Trust, a division of HTLF Bank and DB&T Investment Services. Securities and insurance offered through LPL or its affiliates are:

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