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Invest Forward

Our Approach

All of life's milestones seem to take money ... your children head off to college, you move up to a bigger home, you finally get to retire.

We believe that because your needs are unique, your investment plan should be, too. We’ll take the time to understand you and your goals, offer you real solutions, and help you effectively utilize your financial resources.

Our financial advisors are well versed in helping you map a strategy for both today and tomorrow, with a practical, solutions-based approach to minimize inefficiencies in your portfolio and help manage your risk.

A broad spectrum of investments is available to you through Investment Centers of America, Inc.

  • Mutual funds, stocks, bonds and other instruments
  • Financial planning
  • Retirement planning, including IRAs
  • Estate management and problem solving
  • Insurance planning
  • Portfolio management
  • IRA rollovers
  • Education IRAs
  • College planning
  • Tax-saving investments
  • Solutions for long-term care

Our Team

Our investment representatives are well versed in helping you map a strategy for today and tomorrow, with a practical, solutions-based approach to minimize inefficiencies in your portfolio and manage your risk.

Valley City, ND 
T 701.845.1220
TF 888.841.4783

Debbie Kohler
Teresa Tangen
Dan Taylor

Bagley, MN
T 218.694.6900

Andrew Cloose
Joe LaVine
Julie Sundquist
Fred Sundquist, CFP®

 

Carrington, ND
T 701.652.2852 

Nikki Mertz

 

Crookston, MN
T 218.281.6666

Stephanie LeDuc
Bill Markovich

 

Jamestown, ND
T 701.251.2040
TF 800.450.3115

 

 

 Bemidji, MN

T 218.444.2393 

Andy Haskell, CFP®


You should consult your tax/legal counsel for advice and information concerning your particular circumstances. Neither Investment Centers of America nor any of its representatives may give tax or legal advice.

Important Consumer Information

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent, (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Our representatives in North Dakota are registered to offer securities in the following states: Minnesota, North Dakota, AZ, CA, CO, FL, IA, MI, MT, NE, SD, TN, TX, UT, VA, WA and WI. Our advisors in Minnesota are registered to offer securities in the following states: Minnesota, North Dakota, AK, AL, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, MA, MO, MT, NC, NE, NJ, NM, NV, OH, PA, SD, TX, UT, VA, WI, WV and WY.

Please note
Investment Centers of America, Inc. (ICA), member FINRA, SIPC, a Registered Investment Advisor, is not affiliated with Bank Forward, Insure Forward or Invest Forward. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are

  • Not insured by the FDIC or any other Federal Government agency
  • Not a deposit or other obligation of, or guaranteed by any bank or their affiliates
  • Subject to risks, including the possible loss of principal amount invested.

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