Investment Services

Investment services are offered by Mark Ellingson and Tyler Klyn who are employees of Leighton State Bank and offer Securities through VSR Financial Services, Inc.  Mark is a registered representative of VSR Financial Services, Inc., and has been in the investment industry since 1994.  Tyler joined in 2013.  Both Mark and Tyler are committed to providing you with solid investment advice and uncompromising service.

VSR Financial Services, Inc. offers a diverse package of investment products and services.  However, the most important “product” we offer is our service to you. 

Why Us?

  • We treat your financial future as carefully and thoughtfully as if it were our own.
  • We are dedicated to understanding your wants and needs.
  • We make financial education a priority.
  • We deliver easy, comprehensive access to your account information.
  • We personally know you so we can ensure your investment program will fit your financial situation.

Products & Services:

Our team will help you set a clear and realistic path toward meeting your financial goals while optimizing your investments.  We focus on long-term strategies designed to change your vision into reality:

  • Retirement Planning
  • College Education Funding
  • Tax Reduction Strategies
  • Estate and Financial Planning
  • Asset Management
  • Portfolio Review
  • Brokerage Services
The following investment products and services are offered by VSR Financial Services Inc.:
  • Mutual Funds
  • Variable Annuities and Variable Universal Life
  • Brokered Certificates of Deposit (CDs)
  • Stocks/Bonds
  • Fee-Based Managed Accounts
  • Real Estate Investment Trusts (REITs)
  • Managed Futures Funds
  • Direct Participation Programs
  • Alternative Investments
  • Unit Investment Trusts
  • Tax-Advantaged Investments
  • IRAs – Traditional/Roth/Rollover
  • 401(k), 403(b) Plans
  • SIMPLE and SEP IRA Plans
  • Section 529 College Savings Plans
  • Coverdell Education Savings Accounts
     
We also offer the following fixed and insurance products:
(these products are not offered through VSR Financial Services, Inc.)
  • Traditional Life Insurance including Term and Universal Life
  • Fixed Annuity Products
  • Long-Term Care Insurance

Location & Hours:

LOCATION
702 Liberty Street
Pella, IA  50219
Phone: (641) 628-1021
Fax: (641) 628-2457

HOURS
Regular office hours are 8 a.m. – 5 p.m. Monday through Friday.  Additional hours are available by appointment.  Please contact us by calling 641-628-1021 or email inquiries to mellingson@vsrfin.com.

Disclosures:

  • Securities products offered or sold are not insured by the Federal Deposit Insurance Corporation (FDIC) or other deposit insurance.
  • Securities products offered or sold are not deposits or other obligations of Leighton State Bank and are not guaranteed by Leighton State Bank.
  • Securities products offered or sold are subject to investment risks including possible loss of principal.
  • Securities and Advisory Services offered through VSR Financial Services, Inc., a Registered Investment Adviser and Member FINRA and SIPC
  • VSR Financial Services, Inc. and Leighton State Bank are not affiliated. 
  • Mark Ellingson is a Registered Representative with VSR Financial Services, Inc., a FINRA Registered Broker-Dealer.  While VSR Financial Services, Inc. is registered to sell securities in all 50 United States and the District of Columbia, Mark Ellingson is currently registered to sell securities products in Arkansas, Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Kansas, Maryland, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Mexico, Ohio, Oregon, South Dakota, Washington, Wisconsin, and Wyoming.  Tyler Klyn is currently registered to sell securities products in Iowa.