Nodaway Valley Investment Services™

Investing in your future is one of the most important, yet challenging decisions you will make. With so many investment opportunities and advisors, it can be difficult to know where to turn. No matter how simple or complex your financial goals, Nodaway Valley Investment Services™ (NVIS) is here to help! NVIS offers access to professional retirement and investment planning. For more information about LPL Financial, visit www.lpl.com.

Meet Our Team

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Dan Sommers

LPL Financial Registered Principal

Greg Pargas

LPL Financial Advisor

Jacob Bahr

LPL Financial Consultant

Lisa Cox

LPL Registered Sales Assistant

Lisa Rost

LPL Registered Sales Assistant

Nodaway Valley Investment Services™ (NVIS)

Located at Nodaway Valley Bank, established to help individuals pursue their financial goals and properly plan for adequate income in retirement. We offer access to investment services to individuals and business, including investment planning and non-FDIC insured investment products through LPL Financial.

Whether planning for a child’s education or a confident future, the NVIS’s financial consultants listen to the client’s needs and concerns to determine a suitable investment strategy that balances return with risk tolerance. Please call 816-901-4605 to schedule an appointment.

Nodaway Valley 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 advisory services.

Please visit LPL Relationship Disclosure for more detailed information.

LPL Financial Form CRS

Nodaway Valley 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 advisory services. Please visit https://www.Ipl.com/disclosures/is-Ipl-relationship-disclosure.html.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Nodaway Valley Bank (NVB) and Nodaway Valley Investment Services™ (NVIS) are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name NVIS, and may also be employees of NVB. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of NVB or NVIS. The NVIS site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives.

Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) 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.