Investment Officers

MidWestOne Wealth Investment Officers

We’re not just Investment officers. We’re your friends and neighbors. So when you walk through our doors, you put smiles on our faces. You’re the One™ we’re here to help at MidWestOne.

John Evans
Vice President/Business Manager
LPL Registered Principal
102 S. Clinton St.
Iowa City, IA 52240
319-356-5800

Roger Jerrick
LPL Financial Advisor
1906 Keokuk St.
Iowa City, IA 52240
319-356-5980

Cindy Mays
LPL Financial Advisor
305 W. Rainbow Dr.
West Liberty, IA 52776
319-688-3939

Kevin Mote
LPL Financial Advisor
102 S. Clinton St.
Iowa City, IA 52240
319-356-5963

Mike Roozeboom
Vice President
LPL Financial Advisor
700 Main St.
Suite 103
Pella, IA 50219
641-628-9773

Tony Lyon
LPL Financial Advisor
120 W. Center St.
Conrad, IA 50621
641-366-2165

Dirk Ockerlander
LPL Financial Advisor
102 S. Clinton St.
Iowa City, IA 52240
319-341-2029
dockerlander@midwestone.com

Lee Curry
LPL Financial Advisor
101 W. Second St., Suite 100
Davenport, IA 52801
563-322-9900
lcurry@midwestone.com

* Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. MidWestOne Bank and MidWestOne Wealth Management are not registered broker/dealers, nor are they affiliated with LPL Financial.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not a Deposit

Not Insured by any Federal Government Agency


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