Helping People Create Plans Aiming to Accumulate, Preserve, and Transfer Wealth

 

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YOUR FUTURE JUST GOT BRIGHTER

Whether you’re looking for fresh financial ideas for yourself or your family, we can help pave the path to financial strategies that make sense for your lifestyle. If you are ready to help make your financial life easier, it’s time to call or visit with us.

Put our financial representatives to work for you and you will be able to invest with greater confidence.

You’ll have access to:

  • Financial Advice
  • Portfolio Reviews
  • Investment Advice & Management
  • Preparing for Retirement
  • Estate & Inheritance Planning
  • Traditional & Roth IRAs
  • Long Term Care Planning

LPL WMS team

 

Our Commitment to You

Our client’s interests come first. By serving you well, we aim to also succeed.

  • Investment Review

    We like to begin each client relationship with a personal review designed to identify long-term goals, as well as strategies for working toward those goals.

  • Full Disclosure

    We believe it is important to inform you of the costs and benefits of working with a professional investment representative at Wealth Management Services.

  • Helpful Recommendations

    We seek to make financial recommendations that are consistent with your financial circumstances, risk tolerance, and are on track with your long-term goals.

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Download our Wealth Management brochure [pdf | 5 MB]

Wealth Management Service brochure

 

Learn more about our representatives:

Tracy Dostal, CFP® and Jason Soland, CFP® hold the CERTIFIED FINANCIAL PLANNER™ professional certification that ensures adherence to the strict standards of the CFP® Board as well as personal commitment to provide competent and ethical advice.

 


Tracy Dostal, CFP®

Tracy Dostal, CFP®

 Tracy.Dostal(at)lpl.com 563.387.5218

With more than 30 years of financial service and experience, Tracy brings extensive knowledge of investment and insurance products to her clients in personal and business accumulation, preservation and transfer of wealth.

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Download and/or print Tracy’s info.

Experience & Education

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • FINRA Series 7, 63, 6, and 66 registrations held through LPL Financial
  • Life, Health, and Annuity Insurance Licenses in IA, MN, WI, AK, CO, ID, IL, MD
  • Iowa School of Banking
  • American College – 2006

Professional Associations

  • National Association of Insurance & Financial Advisors
  • Million Dollar Round Table
  • Financial Services Institute

Community & Family

  • Women, Faith & Finance, Advisory Board
  • Aase Haugen Homes Foundation, Board of Directors
  • Luce-Bergeson Foundation, Board of Directors
  • Winneshiek Saddle Club
  • Married to Wayne Dostal, two sons, Tyler & Cody

Brett Van Sloten

Brett Van Sloten

 Brett.VanSloten(at)lpl.com 563.387.5226

Always one to seek out opportunities to help people with their personal goals, Brett will advocate and provide solutions that work towards goals for those he helps.

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Download and/or print Brett’s info.

Experience & Education

  • FINRA Series 7 and 66 registrations held through LPL Financial
  • Life, Health, and Annuity Insurance Licenses in IA, MN, WI, AZ, AK, CA, IL, MD, MO, TX, WA
  • University of Iowa, BA – 2013

Community & Family

  • Married to Samantha (Cuvelier) Van Sloten, son Oliver
  • Enjoys outdoor activities and spending time with family

Jason Soland, CFP®

Jason Soland, CFP®

 Jason.Soland(at)lpl.com 563.382.1549

As a dedicated financial professional since 2007, Jason will work as your advisor to create and accommodate the simplest of strategies to the most complex. Jason offers best practices and solutions that will guide you with clear focus on your objectives.

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Download and/or print Jason’s info. 

Experience & Education

  • CERTIFIED FINANCIAL PLANNER™ Professional – 2015
  • LUTCF – Life Underwriting Training Council Fellow – 2013
  • APMA® – Accredited Portfolio Management AdvisorSM – 2017
  • Cannon School for Trusts & Estates
  • Luther College, BA in Accounting – 2000

Professional Associations

  • National Association of Insurance & Financial Advisors
    Board member, 2008 – 2018
    President, 2010 – 2018
  • Financial Planning Association, 2015 – Present
  • Iowa Trust Association

Community & Family

  • Nordic Fest
    Board of Directors, 2010 – 2014
    Sports Committee, 2010 – Present
  • Chamber Golf Outing Committee, 2010 – Present
  • Decorah Area Chamber of Commerce
  • Rotaty Club
  • Married to Jennifer Soland, two daughters, Quinn & Charlie

Chad Mills

Chad Mills

 Chad.Mills(at)lpl.com 563.382.1546

Chad is passionate about meeting with people to help them visualize their financial future. Chad strives to deliver solutions and advice to help people work toward meeting their short and long-term goals.

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Download and/or print Chad’s info.

Experience & Education

• FINRA Series 7, 63, and 65 registrations held through LPL Financial
• Life, Health, and Annuity licenses in IA, MN, WI, AR, CA, DC, IL, and WA
• University of Northern Iowa, BA in Financial Management – 2012

Family

• Married to Maggie (Fencl) Mills, two sons, Sawyer and Watson
• Enjoys spending time with family and friends, enjoys watching football, and enjoys golfing


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Call 563.382.9661 to schedule your appointment.

 

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. Decorah Bank & Trust Company and Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management Services, and may also be employees of Decorah Bank & Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Decorah Bank & Trust Company or Wealth Management Services. Securities and insurance offered through LPL or its affiliates are:

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and fully registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent:
    1. satisfy the qualification requirements of, and are approved to do business by, the state; or
    2. are excluded or exempted from the state’s licensure requirements.
  2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve:
    1. effecting, or attempting to effect, transactions in securities; or
    2. rendering personalized investment advice for compensation.
  3. Representatives are registered to offer securities in the following states: IA, WI, MN, AK, AR, AZ, CA, CO, DC, FL, ID, IL, LA, MD, ND, NV, TX, UT, WA.

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