Peoples Financial Center understands the importance of building long-lasting relationships. Our approach to your personalized financial plan includes the power of collaboration - working with you to assess your unique personal situation and financial goals. Together we will develop a roadmap that is dynamically yielding a more independent financial future for you.
Experience our exceptional service, easily understood explanations of financial products and services, and diligence in turning your financial goals into reality. Call us today to schedule an appointment to talk with a Peoples Financial Center representative.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Mark Millsap, ChFC®,CLU®,CPFA® | Wealth Advisor
Financial Consultant
Office: (515) 391-6050
Direct Cell: (515) 480-0292
Text: (515) 420-0084
Email: mark.millsap@peoplesfinctr.com
Location: Waukee
Juliana Dukes, RICP® | Wealth Advisor
Financial Consultant
Office: 515-391-6051
Text: 515-327-7762
Email: Juliana.dukes@peoplesfinctr.com
Location: Jefferson
Our Process
Our process is a collaboration of your dreams and goals and our expertise. Learn more about "The Advocacy Process."
Our Philosophy
Our client-centered philosophy has always been to inspire you to make the appropriate decisions for your financial future.
Our Products & Services
Peoples Financial Center has the expertise, products, and services to help you navigate your way to a sound financial plan.
LPL Financial Form CRS.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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 are employees of LPL. 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 Insured by FDIC
Not Bank Guaranteed
May Lose Value
Not Bank Deposits or Obligations
Not Insured By Any Other Government Agency
Peoples 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 here for more detailed information.
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.