ISB Wealth Management

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Plan for your future

No matter how old you are, it is never too late to think about your retirement.  Whether you are just starting an investment plan or looking to possibly change directions, ISB Wealth Management is ready to help.

Chris Immeker and Brandon Braaksma have the experience and investment know-how you can trust to help you establish a clear direction to your investment goals.  

We’re here for you

When you need financial answers, the ISB Wealth Management team is here to offer sound investment advice with convenient locations in Orange City and Sheldon.  We are always happy to make an appointment to visit with you at any of the Iowa State Bank locations.  Give Chris or Bev a call at 888-737-4818 or 712-737-4818 and Brandon a call at 712-324-8370, and we will accommodate your schedule.  

Products and financial services you need

At ISB Wealth Management we realize it is your money.  It is our job to listen to you and find out your financial goals and dreams.  Once we know your needs, we will work with you to devise an investment plan to help see those dreams come to fruition, using the financial tools to which we have access.  We then follow up regularly to review the progress toward your financial goals.

Services that we offer

• Fee-based personalized investment management geared toward the needs of each individual
• Business retirement solutions including 401k, SIMPLE IRA, and SEP IRA plans
• Individual retirement planning including traditional and Roth IRAs
• College fund planning
• Non-profit endowments
• Trust services
• Permanent and term life insurance

Our Story

ISB Wealth Management was founded in 1997 and is a division of Iowa State Bank.  We offer securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC. 

Our Team

Chris Immeker holds the Series 7, Series 66, and Series 63 registrations as well as life & health insurance licenses. He has been helping individuals and businesses accumulate, protect, and distribute wealth since 1998.  Outside the office Chris is an active member of the community.  

Brandon Braaksma holds the Series 7 and Series 66 registrations as well as life insurance license.  Brandon has been helping clients navigate the ever-changing financial environment to achieve their financial goals since 2015.  Outside the office Brandon enjoys working on the family farm.

Bev Walhof joined the team in 2018, building on her prior 30 years of office experience in the fields of life insurance, accounting, medicine, and investments.  She holds the Series 7 and Series 66 registrations.  

• 

  Chris Immeker

  Financial Advisor

  Location:
  

  105 Albany Ave SE
  Orange City, IA 51041

  Divisions:
  Wealth Management

  Phone: (712) 737-4818

• 

  Brandon Braaksma

  Financial Advisor

  Location:
  

  627 2nd Ave
  Sheldon, IA 51201

  Divisions:
  Wealth Management

  Phone: (712) 324-8370

• 

  Bev Walhof

  Registered Administrative Assistant

  Location:
  

  105 Albany Ave SE
  Orange City, IA 51041

  Divisions:
  Wealth Management

  Phone: 712-737-4818

Brandon Braaksma and *Chris Immeker are Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC , a Broker/Dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Insurance and Investment Products are: not FDIC insured, not Financial Institution guaranteed, may lose value, not a bank deposit, not insured by any federal government agency.
Branch: 105 Albany Ave SE, Orange City, IA 51041, 712-737-4818.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional Important Client Disclosures and Form CRS, and Business Continuity Plan Summary, please contact the representative(s) listed on the site or visit Cetera Advisor Networks website.

*Some Advisory services also offered through Compass Lighthouse Capital, LLC

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.