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Bobbi S

Series 66, Series 63

Charles City, IA

OSAIC Institutions, INC.

Bobbi Spainhower is a financial advisor with OSAIC Institutions, Inc., holding Series 66 and Series 63 designations and bringing 12 years of industry experience. She has worked at Infinex Investments, Inc. since 2018 and First Security Bank & Trust since 2013, where she is a dual employee. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

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® with 35 years of industry experience, currently serving as Vice President and Investment Officer at First Security Bank & Trust in Charles City, IA. He has worked at First Security Bank & Trust and Infinex Investments, Inc. since 2018, and previously spent 25 years at Broker Dealer Financial Services Corp. In his role at the community bank, he manages the wealth management office, trust, and investment departments. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with advisory and brokerage services tailored through customized engagements. The firm employs a network of investment adviser representatives who provide a mix of fundamental and technical analysis and offer both discretionary and predominantly non-discretionary asset management solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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