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MBT Bank
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MBT Investments is a full-service financial center committed to offering high quality investments, products, services, and financial strategies to the people and organizations we serve. We believe in providing high quality products, professional service, and the promise to appreciate and value your business. With over 30 years of experience servicing our communities, MBT Investments strives to be the source for your financial needs.

To speak with an investment representative, please contact our office at 641-585-4727.

Check the background of investment professionals associated with this site of FINRA’s website:

Investment Products & Services

Personal Strategies for Growth & Income:

  • Mutual Funds
  • Stocks
  • Annuities
  • Brokerage CDs
  • Bonds – Municipal, Corporate & Government
  • Treasuries
  • IRAs – Traditional & Roth
Personal Strategies for Asset Protection:

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
Personal Strategies for Asset Transfer:
  • Estate Planning
  • Tax-free Transfers
  • Charitable Giving
  • Business Succession Planning
Business Strategies for Growth & Stability
  • Simplified Employee Pension Plans (SEP)
  • Simple IRAs
  • Profit Sharing Plans
  • 401 (k) Plans
Business Strategies for Asset Protection:

  • Key Person Insurance
  • Debt Protection Plans
  • Executive Benefit Plans
  • Employee Life Insurance Benefit Plan

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.  MBT Bank and MBT Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MBT Investments and may also be employees of MBT Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MBT Bank or MBT Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.