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A clear investment strategy

We understand that each individual has more than just different risk tolerance levels and preference for how to invest their money. We also appreciate that investments are a means to an end – the specific route you choose to end up at your eventual destination. Investments and investment management are an integral piece of your financial picture. Whether you wish to delegate day-to-day asset management, meet with a professional advisor or financial consultant, or have access to an advisor through a digital investment tool, we have a strategy for you.

Investment Services

Contact a Financial Consultant Today

Anita Adams
Financial Consultant, VP

Brittany Loeffelholz, CFP®
Wealth Advisor, VP

Alex Larson
Wealth Advisor, VP

Michael J. Meyer
Financial Consultant, VP

Gavin Doyle
Financial Consultant, AVP

Gavin Doyle
Financial Consultant, AVP

Mary Ryan
Financial Consultant

David Jazo, CFP®, CEPA®, AIF®
Wealth Advisor, VP

Brett Flood
Financial Consultant, AVP

Tony Cox
Financial Consultant, AVP


Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Bank of Blue Valley and Blue Valley Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Blue Valley Investment Services, and may also be employees of Bank of Blue Valley.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank of Blue Valley and Blue Valley Investment Services. Securities and insurance offered through LPL or its affiliates are:

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Bank of Blue Valley provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit Working With a Financial Professional Associated with a Financial Institution for more detailed information.