Valley Wealth Advisors, formerly known as Investment Centers of America, Inc. (“ICA”), has been providing investment services to LaMoure and the surrounding communities since 1985. It all began when Larry Fust established one of the first ICA offices in the state, right here in LaMoure. In 1989 JoAnn Nesvig took over the business, prior to starting her position at the ICA home office which was located in Bismarck, ND. While she was there, JoAnn would train advisors from all across the nation. In 1994, Richard Carlson expanded from his Oakes location to serve the LaMoure community. Later that year, his wife Darla expanded from her office in Ellendale to join Richard. Darla retired from the investment services business in the summer of 2006 while Richard retired three years later, turning the business over to Tom Glandt of Valley City. The Carlsons returned to their home in New Rockford during their retirement, where Darla passed in August of 2016.
Tom Glandt expanded his business to the local area in 2009 when he took over the business from Richard Carlson. With his primary office held in Valley City, he later hired Carly Rott (Van Bruggen) of LaMoure as a registered Financial Advisor to assist him with his clients, and to also provide financial planning services in LaMoure and the surrounding communities.
While in LaMoure, Investment Centers of America has been located at both First State Bank of North Dakota and Choice Financial (Great Plains National Bank). In the spring of 2016, Tom Glandt and Carly Rott were both looking to expand their business and wanted to bring new life to a historic building in town. Later that fall, the remodeling was complete and ICA moved into their new location at 109 South Main Street.
On August 15th, 2017, it was announced that the assets owned by Investment Centers of America, Inc. (“ICA”) were purchased by LPL Financial LLC (“LPL”), the largest independent Broker-Dealer in the country. As independent financial representatives, Tom and Carly reviewed their options and are pleased to announce that they have officially joined LPL, and will operate under the new name, Valley Wealth Advisors. While they may have a new name, one thing that hasn’t changed is their commitment to the local community. As members of the LaMoure Chamber, they have enjoyed becoming more involved in various events while also showing support for other local businesses, organizations, and causes.
Valley Wealth Advisors also has locations in Valley City, Jamestown, and Oakes. They have a team of three licensed advisors and one assistant with over 50 years of combined experience. Together, they take the steps to help secure your financial future by covering all aspects of financial planning including individual and business retirement plans, college planning, estate planning, life insurance and long term care. They can be found online at www.ValleyWealthAdvisors.com or reached locally at 883-4215.
One thing that makes us unique is our ability to provide a type of service that is rarely available in such rural communities. We value the long hours of hard work, commitment and dedication that our local farmers and small businesses put forth in order to succeed, and we want to be a part of that.
While we decided to renovate and bring life to a historic building in town – which was once the local creamery, we have since decided to showcase some history within our office as well. Stop by for a visit to see the historic photos of LaMoure or to share some of your very own. We are always looking for more great photos to display!