FM INVESTMENT SERVICES
A Division of F&M Bank

Investor Access
 
 

About Us

Based in Archbold, Ohio, the F&M Bank has been a stable financial institution for over 110 years, comprised of 19 branches covering 8 counties in Northwest Ohio and Northeast Indiana. In 1999, FM Investment Services was established in order to add additional value to bank customers by providing enhanced investment opportunities. As the bank has grown, so has our commitment to our clients.

Our team of professionals takes great pride in helping our customers achieve their financial goals. Through outstanding customer service, and the award-winning resources of Raymond James, we have been able to create satisfied, loyal clients. Contact us today to learn how we can help you with solutions to your individual needs!




financial advisor imageBeth A. Lienau
Branch Manager
Principal & Financial Advisor, RJFS
Direct: 419-446-2501
beth.lienau@raymondjames.com

 

  • Bachelor's Degree in Business & Accounting from Defiance College
  • Series 7, 66, 24 and 53 securities licensing
  • Life and Health licensing
  • 10+ years industry experience

Beth serves clients primarily in Defiance, Williams and Fulton counties, with expertise in investment planning, college funding, life insurance, estate and retirement planning. Beth, a Northwest Ohio native, lives near Bryan and is an active member of the Bryan Area Business Women's Club and St John Lutheran Church, where she is involved in the musical program and Women's Missionary League. She enjoys reading and time with family.

financial advisor imageAdam A. Smith
Principal & Financial Advisor, RJFS
Direct: 260-624-2108
adam.smith@raymondjames.com

 

  • Bachelor's Degree from University of Cincinnati
  • Undergraduate degrees in both Finance and Management
  • Series 7, 63, 65, 24 and 53 securities licensing
  • Life, Accident and Health Insurance licensing
  • Over 10+ years of industry experience

Adam resides near Angola and serves primarily Northeastern Indiana communities. Adam offers expertise in areas of wealth accumulation, wealth management, retirement planning and professional money management, as well as estate planning. He is a member of the Angola Rotary Club, Angola Masonic Lodge and SonLight Community Church. Adam enjoys both water and snow skiing, traveling, time with family and competing in triathlons.

financial advisor imageVirginia Steinke
Financial Advisor, RJFS
Direct: 419-825-3339
gini.steinke@raymondjames.com

 

  • Graduate of Mercy School of Nursing
  • Series 6,7 and 63 securities licensing
  • Life and Health Insurance licensing
  • 13+ years experience as financial advisor

As a resident of Springfield Township, Virginia serves clients in Fulton, Henry, Wood and Lucas counties. She specializes in various areas of money management from college funding through retirement planning. Virginia is an active member of several community service groups including president of the National Ovarian Cancer Coalition of NW Ohio and SE Michigan. She is the recipient of the 2009 Grand Master Community Service Award/State of Ohio. Virginia enjoys gardening, golfing and time with her family.

Jean Throne
Administrative Assistant
Toll-Free: 800-451-7843
jean.throne@raymondjames.com

 

  • Series 7 Securities License 

Jean has been an Client Service Manager with FM Investment Services, division of Farmers & Merchants State Bank for the past 4 years; employed by the bank since 1990.  Jean lives in Archbold, OH and is a member of New Hope Community Church.  She enjoys time with family - especially grandchildren - and appreciates art, jazz music, college sports, and day trips with friends.




About Raymond James

Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have more than 5,300 financial advisors serving 1.9 million accounts in 2,300 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $233 billion, of which approximately $31 billion are managed by the firm‘s asset management subsidiaries.*

In May 2010, six Raymond James analysts ranked in the top five for their coverage industries in The Wall Street Journal's 18th annual "Best on the Street" survey, with the firm placing 7th overall among 183 brokerage firms.

In June 2009, for the second consecutive year, Raymond James clinched first place among full-service brokers in the SmartMoney Annual Broker Survey, receiving top ratings for customer satisfaction and account statements and also earning the highest marks for its corporate website.

In December 2008, Raymond James was listed for the seventh time as one of "The 400 Best Big Companies in America" by Forbes.com.

In July 2008, Raymond James ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” in the J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. The results are a demonstration of the very high level of service we strive to achieve.

In March 2008, Forbes magazine listed Raymond James as the only investment services firm among the large-cap and mid-cap companies in its 2008 ranking of “America‘s Most Trustworthy Companies.” The Forbes rankings are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations.

In March 2007, BusinessWeek magazine named Raymond James as one of the top 18 companies across all industries in customer service, citing our strong “Service 1st” culture and focus.

For more information about Raymond James Financial, visit raymondjames.com.

Raymond James Financial Home Office Campus

Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

The Wall Street Journal does not endorse, sponsor or approve the investment programs of Raymond James. The Wall Street Journal survey identifies the top five analysts across various industry categories, basing the awards on stock-picking skill. Calculations for the “2010 Best on the Street Analysts Survey” were performed by FactSet Research Systems Inc.

The Forbes rankings for “America‘s Most Trusted Companies,” are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations. Audit Integrity, Inc. is not directly or indirectly compensated for the specific views, opinions or recommendations expressed in its research report. Neither Audit Integrity nor any other party guarantees the accuracy of the list or makes any warranties regarding its usage.

The Forbes rankings for the “400 Best Big Companies in America” are based on stringent criteria including accounting and governance ratings, revenue, positive equity, long-term earnings growth and debt-to-capital ratios.

SmartMoney does not endorse any product or service of Raymond James.

Raymond James received the highest numerical score among full service brokerage firms in the proprietary J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. Study based on responses from 4,528 investors measuring 19 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in April-May 2008. Your experiences may vary. Visit jdpower.com for more information about the study.

RJF stats as of 5/13/2010

financial advisor image


FM INVESTMENT SERVICES
A Division of F&M Bank

307 N. Defiance Street
Archbold, OH 43502
Phone: 419-446-2501
Fax: 419-446-2982
Toll-Free: 800-451-7843
Contact Us

Map & Directions

Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRASIPC

  • NOT FDIC Insured
  • NOT GUARANTEED by the bank
  • Subject to risk and may lose value
  • Not a deposit
  • Not insured by any government agency
  • Raymond James is not affiliated with the financial institution or the investment center

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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