Directory: Finance & Investments

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Credit Unions
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Ameriprise Financial

Duane Lusson
527 W. Second St.
Ottumwa, IA 52501
(641) 684-4200

Berthel Fisher & Company

Ken Venables, Investment Advisor Rep.
203 E. Second St.
Ottumwa, IA 52501
(641) 682-2135
kenv@mediacombb.net

Community 1st Credit Union

Teri Ortgies, Director of Branches
235 Richmond St.
Ottumwa, IA 52501
(641) 684-5448
terio@c1stcreditunion.com

Community 1st Credit Union - Pennsylvania Ave.

Rose Bean, Branch Manager
739 Pennsylvania Ave.
Ottumwa, IA 52501
(641) 683-6752

Community 1st Credit Union - Richmond Ave.

Wesley Krentz, Branch Manager
235 Richmond Ave.
Ottumwa, IA 52501
(641) 684-5448

Community 1st Credit Union - Venture Dr.

Lorena Ortiz, Branch Manager
1940 Venture Dr.
Ottumwa, IA 52501
(641) 684-2127

Credit Bureau Services of Iowa, Inc.

Leonard Grimes
1306 S. 7th St.
Oskaloosa, IA 52577
(641) 673-3403
lgrimes@creditiowa.com

David W. Goodman CPA

David W. Goodman
2116 N. Court St., Ste. 2
Ottumwa, IA 52501
(641) 684-2150
david.goodman@cpa.com

Davis & Lewis PLC

Keith Lewis
639 E. Pennsylvania Ave.
Ottumwa, IA 52501
(641) 682-8117
davis_lewis@pcsia.net

Edward Jones Investments - Alex Morley

Alex Morley
2443 Northgate St.
Ottumwa, IA 52501
(641) 684-0552
alex.morley@edwardjones.com

Edward Jones Investments - Amber Carroll

Amber Carroll
120 N. Market St.
Ottumwa, IA 52501
(641) 682-8575

Edward Jones Investments - Brett Morris

Brett Morris
2102 N. Court St.
Ottumwa, IA 52501
(641) 682-2400

Edward Jones Investments - David Uehling

David Uehling
715 Church St.
Ottumwa, IA 52501
(641) 682-2100

Edward Jones Investments - Riley Sheetz

Riley Sheetz
207 W. Second St., Ste. 2
Ottumwa, IA 52501
(641) 682-0599

Farm Credit Services of America

Mark VanWyngarden
700 Farm Credit Dr.
Ottumwa, IA 52501
(641) 682-8778

Meridian Credit Union

Josh Hall and Brenda Wynn
1206 N. Jefferson St.
Ottumwa, IA 52501
(641) 684-4207

Peoples State Bank

Rachelle Shadduck
116 W. Main St.
Ottumwa, IA 52501
(641) 682-8355
rshadduck@peoplesiowa.com

South Ottumwa Savings Bank - Church St.

Suzie Morrison
320 Church St.
Ottumwa, IA 52501
(641) 682-7541
pam@sosb-ia.com

South Ottumwa Savings Bank - N. Court St.

2525 N. Court St.
Ottumwa, IA 52501
(641) 682-7541

US Bank - N. Willard St.

Claudia Gates
174 N. Willard St.
Ottumwa, IA 52501
(641) 683-3896

US Bank NA - N. Court St.

Derek Gates
2504 N. Court St.
Ottumwa, IA 52501
(641) 683-3589

US Bank NA - Third St.

Jaime Thomas
123 E. Third St.
Ottumwa, IA 52501
(641) 683-1641

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