AmBank Investment Services, located within American Bank and Trust Company, N.A., was established to provide our clients with access to honest, expanded services in the areas of investments and financial planning strategies. We can provide you with the necessary knowledge and assistance required to make educated and informed decisions regarding your investments, finances, cash flow and life insurance.
Meet our Team of Professionals
Lance Aten, CFP®
CERTIFIED FINANCIAL PLANNER™
As a Certified Financial Planner™, Lance can provide you with the knowledge and assistance required to make educated and informed decisions regarding your investments, finances, cash flow and various insurance solutions.
“I sit down with my clients and find out what’s truly important to them. I develop a personal action plan to help achieve their objectives and most importantly, I work and stay in touch with them until their goals are achieved.” –Lance Aten.
Professional Experience of Lance Aten
Along with 12 years of industry experience, all with Investment Centers of America, Lance is a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL. The CFP® designation comes with extensive training in financial planning, investments, insurance, and employee benefits, as well as in CFP® Board’s Standards of Professional Conduct, which is rigorously enforced. As a CFP® professional, Lance is required to uphold certification through on-going continuing education.
Lance Aten has been recognized by Investment Centers of America as being in the top 10% of advisors.
Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with American Bank and Trust Company, N.A. or AmBank Investment Services. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.
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 Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirement of, and are approved to be business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
- Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
We are registered to offer securities in the following states: Arizona, Iowa, Illinois, Indiana and Minnesota.