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Bobbi S

Series 63, Series 66

Charles City, IA

OSAIC Institutions, INC.

Bobbi Spainhower is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Spainhower concurrently works at First Security Bank & Trust, where she is a dual employee. OSAIC Institutions, Inc. serves a wide range of clients including individuals, ERISA retirement plans, trusts, estates, and corporate entities. The firm combines a hybrid adviser and broker-dealer structure with a model that delegates investment management to its representatives while providing firm supervision, offering both discretionary and non-discretionary services.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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David J

CFP®, Series 63, Series 65

Charles City, IA

OSAIC Institutions, INC.

David Jarvill is a CFP® certificant with 35 years of industry experience, currently serving at OSAIC Institutions, INC. He has held roles at First Security Bank & Trust and Infinex Investments, Inc. since 2018 and previously worked at Broker Dealer Financial Services Corp. from 1993 to 2018. In addition to his advisory work, Jarvill is a Vice President and Investment Officer at First Security Bank & Trust, where he manages the bank’s wealth management office and oversees the trust and investment department. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm combines advisory and broker-dealer capabilities, offering customized services including discretionary and non-discretionary management, financial planning, and access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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