Investment Center Advisors

Investment Center Advisors Contact our experienced wealth management team today! No offers may be made or accepted from any resident of any other state.

At ICA we proudly serve Council Bluffs/Omaha & Aberdeen, SD area with comprehensive wealth management services including retirement planning, estate planning, investment management, tax planning, business, and farm succession planning. At ICA we proudly serve the Council Bluffs, IA, Aberdeen, SD and the Omaha, NE area with comprehensive wealth management services including retirement planning, est

ate planning, investment management, tax planning, business, and farm succession planning. Fax: (712)322-6202

Securities offered through LPL Financial, Member SIPC sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

In observance of Memorial Day, our office will be closed on Monday, May 25, and will reopen on Tuesday, May 26, as we re...
05/25/2026

In observance of Memorial Day, our office will be closed on Monday, May 25, and will reopen on Tuesday, May 26, as we remember those who gave their lives in service.

More than two-thirds of new claimants in 2024 filed before age 66 — meaning they all claimed before their full retiremen...
05/21/2026

More than two-thirds of new claimants in 2024 filed before age 66 — meaning they all claimed before their full retirement age and took a permanent benefit cut. Read more...

More than two-thirds of new claimants in 2024 filed before age 66 — meaning they all claimed before their full retirement age and took a permanent benefit cut.

Median bank account balances in the U.S. range from $5,400 for those under 35 to $13,400 for ages 65–74, according to Fe...
05/19/2026

Median bank account balances in the U.S. range from $5,400 for those under 35 to $13,400 for ages 65–74, according to Federal Reserve data. Couples report higher median savings than single households, while college-educated households have the highest bank balances. To boost your savings faster, consider a top high-yield savings account, money market account, or CD.

Median bank account balances in the U.S. range from $5,400 for those under 35 to $13,400 for ages 65–74, according to Federal Reserve data. Couples report higher median savings than single households, while college-educated households have the highest bank balances. To boost your savings faster, c...

05/14/2026

Ted Turner was the fourth-largest landowner in the U.S., with 2 million acres managed not just for economic value, but for long-term ecological sustainability and conservation.

05/12/2026

Waiting for outstanding opportunities has paid off but it is getting increasingly difficult.

Despite geopolitical tensions and high oil prices, the investment outlook remains constructive as AI‑driven spending, st...
05/08/2026

Despite geopolitical tensions and high oil prices, the investment outlook remains constructive as AI‑driven spending, strong corporate earnings, and resilient labor markets support modest economic growth. While market volatility is likely, particularly from energy and Middle East developments, fundamentals—especially earnings—continue to underpin long‑term confidence across stocks and bonds. Read More...

Despite geopolitical tensions and high oil prices, the investment outlook remains constructive as AI‑driven spending, strong corporate earnings, and resilient labor markets support modest economic growth. While market volatility is likely, particularly from energy and Middle East developments, fun...

04/02/2026

Check out our monthly newsletter, where we share historical perspective on markets during periods of geopolitical uncertainty.
Read the full letter below.

Today is all about gratitude, connection, and appreciating life’s simple joys. Whether you’re gathered around a festive ...
11/27/2025

Today is all about gratitude, connection, and appreciating life’s simple joys. Whether you’re gathered around a festive table, sharing laughter with family and friends, or enjoying a quiet moment of reflection, we hope your day is filled with warmth and happiness.

From all of us at Investment Center Advisors, thank you for being part of our community. May this season bring you peace, joy, and countless reasons to be thankful.

⏳ Year-End Tax Planning: Don’t Miss Your Window!The clock is ticking, with many tax-saving opportunities disappearing af...
11/21/2025

⏳ Year-End Tax Planning: Don’t Miss Your Window!

The clock is ticking, with many tax-saving opportunities disappearing after December 31. Next year brings big changes in part due to the One Big Beautiful Bill Act (OBBBA), including higher standard deductions, new breaks for tips and overtime, expanded deductions for seniors and vehicle loans, and more.

Now is the time to review your strategy:

✅ Should you defer income or accelerate deductions?
✅ Are you maximizing retirement contributions?
✅ How will AMT and new rules impact you?

Let’s make sure you’re prepared. Contact us today to discuss your year-end tax planning options!

📞 Call us at (712) 322-2444 or visit investmentcenteradvisors.com to get started.

The window of opportunity for many tax-saving moves closes on December 31.

🚨 Big Changes Ahead for 2026 Medicare Plans — What You Need to Know:Higher costs, fewer plan options, and shrinking prov...
10/16/2025

🚨 Big Changes Ahead for 2026 Medicare Plans — What You Need to Know:

Higher costs, fewer plan options, and shrinking provider networks could impact your coverage. Don’t get caught off guard — review your coverage now to avoid surprises later.

Enrollment runs through Dec. 7. Let’s talk strategy: https://www.investmentcenteradvisors.com

Skinnier benefits, higher premiums and fewer options mean more than a million seniors should shop for new coverage during open enrollment.

Address

928 Valley View Drive Ste 18
Council Bluffs, IA
51503

Opening Hours

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

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