Wealth Services

Wealth Management Services

Your Dreams Are Our Mission

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

Our Commitment to You

Our clients' 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.

Click here to view your LPL account

Meet Our Financial Advisors

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

Tracy Dostal, CFP^®
Decorah Bank

LPL Financial Advisor

Meet Tracy

Chad.Mills

Chad Mills, CFP^®
Decorah & Cresco Bank

LPL Financial Advisor

Meet Chad

Jason Soland

Jason Soland, CFP^®
Decorah Bank

LPL Financial Advisor

Meet Jason

Contact Wealth Management Support

Contact Us Now

Call 563-382-9661 to schedule your appointment.

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Broker Check

Decorah Bank & Trust Company (Financial Institution) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Decorah Bank & Trust Co. for these referrals. This creates an incentive for Decorah Bank & Trust Co. to make these referrals, resulting in a conflict of interest. Decorah Bank & Trust Co. is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.

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. The Wealth Management Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IA, WI, MN, AK, AR, AZ, CA, CO, DC, FL, ID, IL, LA, MD, ND, NV, TX, UT, and WA. 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:

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.
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.
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.

PLEASE NOTE: The links being provided are strictly as a courtesy to our clients. When you link to any of the sites provided here, you are leaving our site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Wealth Management Services webpage and assume total responsibility and risk for your use of the sites to which you are linking.

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