Bobbi Spainhower, AAMS, Investment Advisor Representative

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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 with 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.

10/19/2026

What is blockchain, and why does it matter?

10/16/2026

Qualified small business stock is a type of tax-favored investment in certain small businesses; the Internal Revenue Code provides a tax break to help qualifying small businesses raise capital. A number of Internal Revenue Code requirements apply. Essentially, however, this is stock issued by those....

10/14/2026

Qualifying widow(er) with dependent child — let's just call it qualifying widow(er) — is a filing status for federal income tax returns that may be available to you if your spouse died at any time during the prior two tax years. The filing status that you choose is important because it determine...

Leo has BIG plans for his backyard.Forget a swing set. Forget a sandbox. Leo wants his very own zoo and aquarium!Giraffe...
10/13/2026

Leo has BIG plans for his backyard.

Forget a swing set. Forget a sandbox. Leo wants his very own zoo and aquarium!

Giraffes, lizards, monkeys, fish… he's definitely going to need a bigger backyard!

While Bobbi might not be able to help Leo buy a giraffe, she can help your family make a plan and save for those big dreams.

10/12/2026

The first step in the financial planning process should be to calculate your net worth.

10/09/2026

Special rules commonly referred to as the "kiddie tax" rules apply when a child has unearned income.

10/07/2026

A home equity loan (often referred to as a second mortgage) is a loan for a fixed amount of money that must be repaid over a fixed term. Generally, a home equity loan:advances the full amount you borrow at the beginning of the loan's term, carries a fixed rate of interest, requires equal monthly pay...

10/05/2026

A CDBC is a digital currency issued by a central bank.

10/02/2026

A traditional individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings. Contributions to traditional IRAs are either tax deductible (the money goes into the IRA pre-tax) or nondeductible (you pay income tax on the money that goes...

Michael & Millie may be little, but their dreams are BIG.Their latest request? New farm equipment. Because apparently to...
10/02/2026

Michael & Millie may be little, but their dreams are BIG.

Their latest request? New farm equipment. Because apparently toys just aren't cutting it anymore.

Bobbi can help you start saving for the big things your family dreams about — even if those dreams involve a tractor before they can drive one! 💰🌱

What's your little one saving up for?

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

Telephone

+16412571225

Website

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