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Peoples Financial Center

Invest with Peoples Financial Center

When it comes to planning your finances and wealth distribution wishes, you want an expert you can trust - someone like family who has your best interests at heart and is committed to developing a long-lasting relationship. Our financial consultants, Mark Millsap and Brett Millsap, are a father-son advisory team at Peoples Financial Center. Just as Peoples Bank is family-owned, Brett and Mark's family-centric values and "Peoples First Banking" approach are reflected in their care and dedication to maximizing a client’s legacy for many generations to come. Reach out to our financial consultants at Peoples Financial Center today and our experts will listen to your needs and identify the products and services to help fulfill them.

 

To get started, contact one of our LPL Financial Advisors:

Image of Brett Millsap

Brett Millsap
Toll-Free: (800) 490-6508
Phone: (515) 386-4848
Fax: 515-987-5360
Email: brett.millsap@lpl.com
Location: Jefferson

Image of Mark Millsap, ChFC, CLU

Mark Millsap, ChFC, CLU
Toll-Free: (800) 490-6508
Phone: (515) 987-4135
Fax: 515-987-5360
Email: mark.millsap@lpl.com
Location: Waukee

 

Investment Services

Investment options are a dime-a-dozen these days. You can find discount brokers and internet do-it-yourself advice with a simple web search. However, if you are seeking a higher level of service and competence in your financial and investment professionals, the financial consultants at Peoples Financial Center can help.

From the important task of asset allocation to continually monitoring and adjusting investments, we are committed to serving you to the best of our ability. 

Financial Services

  • Financial Planning
  • Investments
  • Estate
  • Tax
  • Insurance
  • College
  • Retirement

Financial Products

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange-Traded Funds (ETFs)
  • Life and Health Insurance

Trust Services

Whether you are a young family, empty nester or retiree, trust services can benefit you greatly. Gone are the days when trusts simply meant executing a will. Today, trusts and their related services can be used to set up plans for caring for special needs children or an aging parent, setting aside money for education or simply to grow your assets and protect what you have created.

LPL Financial representatives offer access to trust services through The Private Trust Company N.S., an affiliate of LPL Financial, which can help with services such as trust administration and estate planning.

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AR, CA, CO, FL, IA, ID, IN, KS, KY, MA, MN, MO, NE, OH, SD TX, WA, WY

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

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not a Deposit

Not Insured By Any Federal Government Agency

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Consumer Loans

Our loan decisions are made locally and quickly so you can get the funding you need with a repayment plan that works for you.  

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E-Banking

Need the convenience to bank anywhere, anytime? Check out our e-banking tools to start banking with freedom.

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 Savings Accounts

Whatever your savings goal, Peoples Bank offers money market and savings accounts to fit each stage of life.

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