Premier Investment Services
Premier Investment Services offers access to a full range of securities brokerage services, including retirement and financial planning, professional money management, individual stocks and bonds, mutual funds, annuities and more.
Whether planning your retirement or saving for your children’s college education, Premier Investment Services can help you pursue your goals. Start with a free initial consultation to determine your needs and goals and build confidence in your future. Call 563-585-3080 for an appointment.
Premier Investment Services is located at Premier Bank’s JFK location. Brian Ormord, Investment Consultant and LPL financial advisor, is available to provide clients with personalized, professional investment guidance with the aid of state-of-the-art investment information and communications technology. LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer.*
Focusing on employers and retirement planning since 1990, Brian started his career working for one of the 401(k) industry's leading retirement plan providers. In 2004, he founded his own firm and joined LPL Financial to assist employers, participants, and individuals, working with them as they pursue their retirement and financial goals. His career focus is to increase the retirement readiness of individuals, and to educate companies and their employees about retirement plans.
Brian has been securities registered since September of 1994. He currently is serving business and individual clients in the Midwest, specializing in corporate benefits, most notably 401(k) plans and other tax favored strategies. Because Brian believes that the success of the participant is central to the success of the plan, he has provided many live and web based education meetings in the past twenty years. The experience gained in front of everyday participants has been invaluable. Additionally, Brian has significant experience meeting with investment committees and plan sponsors guiding them on their fiduciary responsibilities. Finally, Brian has helped plan sponsors design and tailor their plans to the needs of the individual company and participants within the plan. This means that plan sponsors don’t have to just rely on the plan design ideas of compliance administrators, which are often not completely familiar with the business and the employees.
Brian earned the Chartered Retirement Plans Specialist® (CRPS®) designation from The College for Financial Planning. In 2005, Brian completed the Accredited Investment Fiduciary® (AIF®) program through the Center for Fiduciary Studies. This designation along with the education received and commitment to the AIF® ethical policy has prepared Brian to assist plan sponsors with the selection and ongoing monitoring of the investment offerings in their plan. In many cases, Brian can serve as a 3(21) fiduciary to the plan. He earned the Professional Plan Consultant™ designation, also from the Center for Fiduciary Studies, which allows Brian to assist employers and employees in navigating the complexities of running a successful and compliant retirement plan for the benefit of company employees. He holds the FINRA Series 6, 7, 63 and 66 registrations with LPL Financial and is an Investment Advisor operating under the Registered Investment Advisor of LPL Financial.
JULIE M. ORMORD, PPC™ EMAIL
As Client Service Consultant, Julie shares in our vision to increase the retirement readiness of employers and employees. She works to systematically educate and provide service to our clients and the participants of 401(k) plans that we serve. Whether participants have a question about how to get enrolled, about their employer contribution, or questions about beneficiary changes or withdrawal options, Julie is there to help the participants, sponsors, and investors along the way.
For the past ten years, Julie has worked as business manager for companies in the Dubuque area. Having earned her Professional Plan Consultant™ (PPCTM) designation from the Center for Fiduciary Studies, Julie has made a commitment to a higher level of service in the retirement plan industry. This designation signifies a pledge to education and service excellence in the qualified plan industry. She holds both her FINRA Series 6 and 63 licenses with LPL Financial and has been serving clients since 2010.
Whether you are a plan sponsor, a plan participant, or an individual investor, Julie is always available and willing to answer any question you may have.
|Not FDIC Insured||No Bank Guarantee||May Lose value|
|Not A Deposit||Not Insured by Any Government Agency|