Investment Options

Fine Tune Your Investment Strategy

We bring the full range of tools to the table when crafting your wealth strategy, working alongside you to build a plan for the future.

Our team ensures the methods we use work in concert with each other and support your goals. By working to understand your needs, we’ll lay a stable foundation for your strategy.

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Who we are
We’re in it together

At LCNB Investment Services, we aren't interested in selling you a product that doesn't fit your needs. We create plans for you that consider every option to help get you to your goals

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Stay protected while you grow

Insurance plays a crucial role in your growth plan. We’ll walk you through all your options to help determine what you need and what policy fits you best.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. LCNB National Bank and LCNB Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LCNB Investment Services, and may also be employees of LCNB National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LCNB National Bank or LCNB Investment Services. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by FDIC or Any Other Government Agency
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • May Lose Value

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, GA, IA, IN, IL, KS, KY, LA, MA, MD, MI, MO, MT, NC, NJ, NY, OH, OR, SC, TN, TX, VA & WV.

LCNB National Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit for more detailed information.

LPL Financial Form CRS