American Trust Brokerage Services provides the services you need to achieve your financial goals. You enjoy the best of both worlds, high-powered brokerage services with local, personal service.
We utilize Cetera Investment Services LLC, an industry-leading broker-dealer, to provide cost-effective, fully customizable services to you. Our local team of brokerage professionals provide an unmatched level of personal service as we work to build your confidence in your financial health.
We offer a wide variety of investment products and services, including:
- Mutual funds
- Stocks and bonds
- Money market funds
- Tax-advantaged investments
- Self-directed traditional and Roth IRAs
- 401(k) and retirement plan rollovers
- SIMPLE, SEP, 403B retirement plans
- 529 College Savings Plans and Coverdell Education Savings Accounts
- Tax-deferred fixed and variable annuities
- Life insurance
About Cetera Investment Services LLC
Cetera Investment Services LLC is a registered broker-dealer that offers investment services to meet the comprehensive needs of clients at American Trust. American Trust Brokerage Services are located in the Main Office, Asbury Road Office and Kennedy Road Office in Dubuque, and at the Main Office in Dyersville. Registered Address: 895 Main Street, Dubuque, IA 52001
Securities, insurance products and advisory services are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Angency), member FINRA / SIPC. Investments are: * Not FDIC/NCUSIF insured *May go down in value *Not financial institution guaranteed *Not a Deposit *Not insured by a federal government agency. Cetera is not affiliated with the financial institution where investment services are offered.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.