Whether planning your retirement or saving for your children’s college education, Premier Investment Services can help you pursue your goals. Start with a free initial consultation to determine your needs and goals and build confidence in your future. Call 563-585-3080 for an appointment.
Premier Investment Services is located at Premier Bank’s JFK location. Brian Ormord and Kyle Lippold, Investment Consultants and LPL financial advisors, are available to provide clients with personalized, professional investment guidance with the aid of state-of-the-art investment information and communications technology. LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer.*
BRIAN R. ORMORD, AIF®, PPC™ , CRPS®
p: (563) 585-3080 | m: (563) 564-2442 | Email Brian
Focusing on employers and retirement planning since 1990, Brian started his career working for one of the 401(k) industry's leading retirement plan providers. In 2004, he founded his own firm and joined LPL Financial to assist employers, participants, and individuals, working with them as they pursue their retirement and financial goals. His career focus is to increase the retirement readiness of individuals, and to educate companies and their employees about retirement plans.
Brian has been securities registered since September of 1994. He currently is serving business and individual clients in the Midwest, specializing in corporate benefits, most notably 401(k) plans and other tax favored strategies. Because Brian believes that the success of the participant is central to the success of the plan, he has provided many live and web based education meetings in the past twenty years. The experience gained in front of everyday participants has been invaluable. Additionally, Brian has significant experience meeting with investment committees and plan sponsors guiding them on their fiduciary responsibilities. Finally, Brian has helped plan sponsors design and tailor their plans to the needs of the individual company and participants within the plan. This means that plan sponsors don’t have to just rely on the plan design ideas of compliance administrators, which are often not completely familiar with the business and the employees.
Brian earned the Chartered Retirement Plans Specialist® (CRPS®) designation from The College for Financial Planning. In 2005, Brian completed the Accredited Investment Fiduciary® (AIF®) program through the Center for Fiduciary Studies. This designation along with the education received and commitment to the AIF® ethical policy has prepared Brian to assist plan sponsors with the selection and ongoing monitoring of the investment offerings in their plan. In many cases, Brian can serve as a 3(21) fiduciary to the plan. He earned the Professional Plan Consultant™ designation, also from the Center for Fiduciary Studies, which allows Brian to assist employers and employees in navigating the complexities of running a successful and compliant retirement plan for the benefit of company employees. He holds the FINRA Series 6, 7, 63 and 66 registrations with LPL Financial and is an Investment Advisor Representative through RetireRight, LLC.
KYLE A. LIPPOLD
p: (563) 585-3090 | m: (563) 580-5765 | Email Kyle
Passionate about helping people realize their financial goals, Kyle began his career as a financial planning professional 15 years ago with a major national financial services company. Corporate retirement plans, along with helping individual employees plan for their short and long-term financial goals, are among his specialties. He has extensive experience consulting with; business owners to evaluate retirement and 401(k) plan designs, plan sponsors in monitoring the ongoing administration of retirement plans, and employees to help them understand the importance of saving for retirement.
As a financial planning consultant, Kyle enjoys partnering with his clients to organize their financial lives, plan for their futures, and feel secure in the present. He takes great care in helping clients to construct and implement a strategy tailored to their unique financial, investment, tax, charitable, and estate planning goals. Kyle builds solid long-term relationships with his clients, allowing him to fully understand their individual needs and objectives. Now joining Premier, he gains the additional resources necessary to effectively manage his clients’ wealth, build tailored plans, and tap into an array of knowledge as needed.
Kyle graduated from Loras College where he received Bachelor of Arts and master’s degrees. He holds the FINRA Series 6, 7, 63 and 65 registrations with LPL Financial and is an Investment Advisor Representative through RetireRight, LLC.
Premier Investment Services is ready to help you with any of the following:
