Financial Planning and Investment Services

American Bank and Trust Company, N.A. strives to provide a comprehensive portfolio of products and services to exceed the needs of our clients and prospects. Lance Aten, a Registered Representative of Investment Centers of America, Inc. (ICA) now has an office located within American Bank and Trust Company, N.A.

The following products and services are now available through ICA:

  • Financial Planning
  • Retirement Planning
  • Mutual Funds
  • Annuities
  • Stocks & Bonds
  • Life Insurance
  • Long-term Care Solutuions
  • 401k Rollovers
  • Education Funding

Lance Aten, CFP®

CERTIFIED FINANCIAL PLANNER™

As a CERTIFIED FiINANCIAL PLANNER™ Professional, Lance can help 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.”

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 in 2015. Start your financial planning with Lance today!

Lance & Mary

Lance Aten, CFP®
CERTIFIED FINANCIAL PLANNER™
lance.aten@investmentcenters.com

(309) 764-1616
www.planwithlance.com

Mary Kay North
Financial Advisor
marykay.north@investmentcenters.com

 We are registered to offer securities in the following states: AZ, CA, CT, FL, HI, IA, ID, IL, KS, MI, MN, MO, MS, NM, TX, WI.

Investment Centers of America, Inc. (ICA)

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. 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.

ICA Privacy Policy

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.

American Bank and Trust Company, N.A. strives to provide a comprehensive portfolio of products and services to exceed the needs of our clients and prospects.

Financial Planning

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American Bank & Trust has no control over information at any site hyperlinked to or from this Site. American Bank & Trust makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and is providing this hyperlink to you only as a convenience. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by American Bank & Trust of any information in any hyperlinked site. In no event shall American Bank & Trust be responsible for your use of a hyperlinked site. Third-party sites may have privacy and security policies different from that of American Bank & Trust and may provide less than that which is provided by American Bank & Trust.

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