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Brokerage Services

Take control of your future.

Guidance from a team you know and trust

Whether you’re new to investing, changing jobs and want to better manage a retirement fund you left behind, or want to make sure your money will last your senior years, our experienced financial advisors can provide a broad spectrum of planning and investment tools tailored to your financial goals. 



Civista Investments combines full-service brokerage services with the comfort and convenience of a place you already know. And trust.  



Check the background of investment professionals associated with this site on FINRA’s Broker Check.







A comfortable retirement. Your child’s education. Or passing down your hard-earned savings to your future generations.  Whatever your dream, we’re here to help set your investment strategy in motion and work toward achieving what matters most to you.

Having sufficient life insurance is important to protect the future of your loved ones.  Our team can help determine the right amount for your family and review options for your budget.  It’s important to re-evaluate your insurance needs with significant life changes.  

State insurance laws and insurance underwriting rules may affect available coverage and its cost.  Guarantees are based on the claims paying ability of the issuing company. 

Financial consequences of a long-term illness can be devastating.  Many people are not prepared to handle the additional expenses of an unexpected illness.  Long-term care insurance can provide an affordable solution to protect your current lifestyle and future estate.  Coverage includes assistance provided by a nursing home or home health care.

State insurance laws and insurance underwriting rules may affect available coverage and its cost.  Guarantees are based on the claims paying ability of the issuing company.

An annuity is an investment alternative offered by an insurance company.  Annuities can provide income over a long period of time and may be appropriate if you are concerned about outliving your income. 

Fixed annuities are long-term investment vehicles designed for retirement purposes.  Guarantees are based on the claims paying ability of the issuing company.  Withdrawals made prior to age 59 1/2 are subject to a 10% IRS penalty tax and surrender charges may apply.




















In the event of an emergency and you are unable to reach a Civista Investments representative for account access, please contact the LPL Financial customer service team directly at 800.558.7567.


Meet Our Civista Investments Team














Securities and advisory services offered through LPL Financial, member FINRA, SIPC and a registered Investment Advisor. Insurance products offered through LPL Financial or its licensed affiliates.  Civista Bank and Civista Investments are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CA, DC, FL, GA, IA, MD, ME, MI, MN, MO, NC, NY, OH, SC, TX, VA, & WA

The investment products sold through LPL Financial are not insured Civista Bank deposits and are not FDIC insured.  These products are not obligations of the Civista Bank and are not endorsed, recommended or guaranteed by Civista Bank or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.