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Home Blog Castle and Juhl Join First Citizens Wealth Management

Castle and Juhl Join First Citizens Wealth Management

First Citizens Wealth Management is pleased to announce that Mike Castle and Carol Juhl, formerly of Castle Financial and their client base, have joined the team at First Citizens. Clients of Castle Financial will continue to be served by Mike and Carol with the added resources of our experienced team.  

Mike Castle joins First Citizens Bank as a Wealth Advisor in our Mason City office having worked in the financial services industry for over 16 years as a Financial Representative/Advisor with Northwestern Mutual and, most recently, as a Financial Advisor and the owner of Castle Financial. A native of Greene, IA and a graduate of the University of Iowa with a degree in Finance, Mike is also a Certified Financial Planner®. Mike is a volunteer in many church, community and school related activities including as a high school football coach at Newman Catholic. He and his wife, Jenny, live in Mason City with their three children – Lily (junior), Tim (freshman) and Monica (1st grade).

We also welcome Carol Juhl to First Citizens Bank as a Wealth Management Assistant. Carol, who is a graduate of Garner-Hayfield High School and Buena Vista University, has worked the past nine years directly with Mike Castle at both Northwestern Mutual and Castle Financial. Prior to 2009, Carol worked for many years in various administrative and managerial roles in the health care industry. Carol and her husband, Mark, farm near Garner and have three grown children and two grandchildren.  

Mike and Carol will also act as an Investment Executive and Brokerage Assistant, respectively, at First Citizens Investment Center** located at First Citizens Bank.

Click here for more information about First Citizens Wealth Management.

**Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. 2601 4th St SW, Mason City, IA 50401
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and on-going certification requirements.


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