CBI Investment Services has announced the addition of Kyle Pedersen as a wealth advisor at its Muscatine office, located at 1521 Park Ave.
“We are excited to welcome Kyle to our team,” said Thomas Dunker, senior vice president and senior wealth advisor. “Kyle’s commitment to client service and objective, personalized financial advice aligns with our firm’s values. We look forward to his contributions as we continue to expand the depth of services available to our clients.”
Pedersen brings several years of experience as a financial advisor to CBI Investment Services. He holds a Bachelor of Science degree from the University of Arizona and lives in Rock Island with his wife, Aubrey, and their three children.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer and member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. CBI Bank & Trust and CBI Investment Services are not registered as broker-dealers or investment advisors.
Registered representatives of LPL may offer products and services using CBI Investment Services and may also be employees of CBI Bank & Trust. These products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CBI Bank & Trust or CBI Investment Services.
Securities and insurance products offered through LPL or its affiliates are not insured by the FDIC or any other government agency, are not bank guaranteed, are not bank deposits or obligations, and may lose value.
CBI Bank & Trust provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the financial institution for these referrals. This arrangement creates an incentive for the financial institution to make referrals and results in a conflict of interest. The financial institution is not a current client of LPL for brokerage or advisory services.
