Bobbi Spainhower, AAMS, Investment Advisor Representative

Bobbi Spainhower, AAMS, Investment Advisor Representative Investment and insurance products and services are offered through OSAIC INSTITUTIONS, INC. Osaic Insititutions and First Security Bank are not affiliated.

Member FINRA/SIPC.First Security Investment Services is a trade name of First Security Bank. I joined First Security Investment Services in 2013 and have over a decade of financial experience, most of that being in Wealth Management. I attended Utah State University and earned the Life Underwriter Training Council Fellow ℠ (LUTCF®) certification from the College for Financial Planning. Advisors wi

th this credential are experts in understanding life, disability, and long-term care insurance for clients from all walks of life - whether they're individuals with a young family, a business owner, or someone interested in passing on an estate to the next generation. I have my FINRA Series 7 and FINRA Series 66 licenses.

*Investment and insurance products and services are offered through Oasic Institutions, Inc., Member FINRA/SIPC. First Security Investment Services is a trade name of First Security Bank & Trust Company. OASIC INSTITUTIONS, INC. and First Security Bank & Trust are not affiliated. Products and services made available through OASIC INSTITUTIONS, INC. are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

08/26/2026

A marital trust (also known as an A trust) is a type of trust that is used by married couples, usually in conjunction with a bypass trust, to minimize federal estate tax, allow the surviving spouse to benefit from family wealth during his or her continuing life and to ensure assets ultimately pass t...

08/24/2026

A charitable lead trust is a trust with both charitable and noncharitable beneficiaries. It is called a lead trust because the charity is entitled to the lead (or first) interest in the trust property, and the noncharitable beneficiary receives the remainder (or second-in-line) interest. The operati...

08/21/2026

If you have more income than you need and are searching for ways to minimize your taxes, you might consider gifting unneeded income-producing assets to relatives in lower tax brackets. This strategy usually lowers overall taxes and can remove some interest, dividends, and capital gains from your por...

Watching an employee put in the time, dedication, and hard work to study for and pass both the SIE and Series 6 exams ha...
08/19/2026

Watching an employee put in the time, dedication, and hard work to study for and pass both the SIE and Series 6 exams has been incredible to see. These are not easy exams, and Kelsey's commitment, determination, and perseverance over the past six months have truly paid off.

This accomplishment not only reflects Kelsey's willingness to grow professionally, but it also strengthens our team and increases our capacity to serve clients more efficiently and effectively. Her dedication to expanding her knowledge reinforces our commitment to providing professional, client-focused service and brings added value to our department and organization as a whole.

Congratulations, Kelsey, on this well-earned achievement! We are proud of all your hard work and excited to see where this next step in your career takes you.

08/19/2026

Find out how you might be able to keep more of your mutual fund profits.

08/17/2026

What does the rise in short-term options trading mean for long-term investors?

08/14/2026

Previous legislation created and occasionally modified and extended two personal nonrefundable tax credits for home improvements that save energy; the nonbusiness energy property credit and the residential energy-efficient property credit. The Inflation Reduction Act of 2022 has replaced those credi...

08/12/2026

To qualify for the earned income credit, you must meet a number of requirements.

08/10/2026

A withdrawal from an IRA is generally referred to as a distribution. If you receive a distribution from your traditional IRA before you reach the age of 59½, the federal government considers this a premature distribution. Like all distributions from traditional IRAs, premature distributions are gen...

08/07/2026

Section 179 of the Internal Revenue Code allows a sole proprietor, partnership, or corporation to elect to deduct the cost (up to $2,560,000 in 2026) of depreciable tangible personal property acquired for use in a trade or business in the year of purchase. In the absence of the Section 179 deduction...

Address

809 Clark Street
Charles City, IA
50616

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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+16412571225

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