Investment Services
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Intermountain Community Investment Services (ICI)

We are providing these links to sites outside the control of Panhandle State Bank or its locally operated divisions to alert you to products, information and/or services offered by third parties. Provided links are meant to supplement PSB products, services or information or provide other information we believe may be of interest to you. Although we will only provide links to sites we believe are reputable, we do not make any representations concerning the linked sites' contents or availability. Please note that linked sites may have different privacy and information security policies than PSB. You should review each site's privacy and information security policies carefully before you enter confidential information onto a site.

A Relationship Built to Last

When your investment strategy calls for unique, personalized service and high quality support, ICI is the answer. Our full service brokerage representatives can help you design and implement a plan that suits your style and addresses your needs.

Our Products and Services

  • Retirement planning - to design an investment strategy to help you pursue retirement goals
  • Estate planning - for preservation of wealth from generation to generation
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
  • Insurance planning - including life, disability and long-term care insurance, to ensure that you and your heirs are well cared for
  • College planning - long-term planning to ensure you're ready when your children are
  • Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Our Financial Representatives

Sandpoint

414 Church St. Suite 206
P.O. Box 798
Sandpoint, ID 83864
Phone (208) 448-0150
Fax (208) 448-1390
Toll Free (888) 844-5336

Trudy Leen Photo Trudy Leen
ICI VP General Manager
LPL Investment Advisor Representative

Carole White Photo Carole White
Administrative Assistant
carole.white@lpl.com
Amanda Robinett Photo Amanda Robinett
Administrative Assistant
amanda.robinett@lpl.com
Ron DeNova Photo Ron DeNova
LPL Investment Advisor Representative

Coeur d'Alene

Patrick Freeman Photo Patrick Freeman, AAMS
ICI Operations Manager
LPL Investment Advisor Representative
200 W. Neider Ave.
Coeur d'Alene, ID 83815

Nampa

Donna Corrigna Photo Donna Corrigan
LPL Investment Advisor Representative
521 12th Avenue South
Nampa, ID 83651

Caldwell

Mike Thomas Photo Mike Thomas
LPL Investment Advisor Representative
506 South 10th Avenue
Caldwell, ID 83605

 
Not a Deposit Not FDIC Insured Not Guaranteed by the Bank
Not insured by any Federal Government Agency May Lose Value

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, FL, HI, ID, IL, MO, MT, NV, NY, OH, OR, TX, UT, WA

Panhandle State Bank and Intermountain Community Investment Services are not registered broker/dealers and are not affiliated with LPL Financial