Our Philosophy
Our client-centered philosophy has always been to inspire you to make the appropriate decisions for your financial future. Our 5 Advocacy Rules are the foundation of our philosophy.
The 5 Advocacy Rules:
1) Confidentiality and Trust - both are essential to our relationship
2) 100% custom-built retirement plans - based on full financial disclosure
3) Transparency of costs - understand the value, before moving forward
4) Financial Expertise - when you succeed, we succeed- we are in this together
5) Advocacy - advice that has your best interests in mind
It’s your retirement... let’s make your dreams a reality through strong financial advice. Make an appointment today to speak with a Peoples Financial Center representative or download our brochure to learn more.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Make an Appointment Download "The Advocacy Process" Brochure
Mark Millsap, ChFC, CLU
Financial Consultant
Office: (515) 327-7742
Direct Cell: (515) 480-0292
Email: mark.millsap@lpl.com
Location: Waukee
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Brett Millsap
Financial Consultant
Office: (515) 327-7742
Email: brett.millsap@lpl.com
Location: Jefferson
Our Team
As a father-son advisory team, we understand the importance of building long-lasting relationships.
Our Process
Our process is a collaboration of your dreams and goals and our expertise. Learn about "The Advocacy Process."
Our Products & Services
Peoples Financial Center has the expertise, products, and services to help you navigate your way to a sound financial plan.
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. 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 insurance offered through LPL or its affiliates are:
Not Insured by FDIC
Not Bank Guaranteed
May Lose Value
Not Bank Deposits or Obligations
Not Insured By Any Other Government Agency