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Happy Investment Services

Wealth Management & Investments

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Planning for your future.

We offer services for every stage of life to prepare you, your family and your business for what’s ahead.

Retirement Planning

Let us help you put together a retirement strategy.

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Small Business Retirement Plans

A benefit for you and your employees.

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Financial Planning

Supporting your goals whether you are just starting out or experienced investor.

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An important tool in all stages of life.

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College Savings Program

Get started early planning for college.

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IRA Rollover Services

Changing jobs or ready to retire, you have choices.

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Wealth management, simplified.

Watch your money grow and easily monitor your information in one place – from anywhere.

Easy to Get Started

Combine accounts over multiple brokers.

Customize and Control

See how your investments perform using custom date ranges.

Access 24/7/365

Receive all tax documents electronically.

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Your investment partner.

We’ve partnered with LPL Financial to create a firm foundation for our wealth advising practices throughout Texas. Wealth advisors at Happy State Bank are employees of the bank and registered through LPL Financial. Our advisors help clients plan for the future while delivering the same great service they are accustomed to receiving from Happy State Bank.

Use BrokerCheck

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. Happy State Bank and Happy Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Happy Investment Services, and may also be employees of Happy State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Happy State Bank or Happy 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: AL, AZ, AR, CA, CO, FL, GA, IN, IA, KS, KY, MD, MO, MS, NE, NV, NM, NY, NC, ND, OH, OK, OR, TN, TX, UT, WA, WI

There's an investment team nearby to help.

Our teams have Texas covered. Reach out and see how we can help get you started.