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Preferred Branch

Mason City (641)423-1600 Change Location

Your Preferred Branch

Mason City Change Location

2601 4th Street SW
Mason City, IA 50401

Tel. (641)423-1600

Monday-Thursday: 9:00am - 4:00pm
Friday: 9:00am - 5:00pm
Sat: 9:00am - 12:00pm
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Change Preferred Branch

  • Charles City Branch
    300 North Main Street
    Charles City, IA 50616

  • Clarion Branch
    315 Central Avenue East
    Clarion, IA 50525

  • Kanawha Branch
    220 North Main Street
    Kanawha, IA 50447

  • Mason City State Street Branch
    33 East State Street
    Mason City, IA 50401

  • Mason City West Branch
    2601 4th Street SW
    Mason City, IA 50401

  • Mora Branch
    730 Forest Ave East
    Mora, MN 55051

  • New Hampton Branch
    124 West Main Street
    New Hampton, IA 50659

  • Osage Branch
    501 Main Street
    Osage, IA 50461

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Home Wealth Management Investment Management Services

Investment Management Services


 Investment Management Services

Custom Portfolio Construction

Access to World Class Investment Experts

Local Investment Committee Oversight

Our Investment Team is Committed to You

Together, we’ll create an individualized portfolio designed to meet your goals and align with your investment risk profile. Our goal is to position you for high potential return while keeping your investments well within your risk range.

You can expect open communication, constant access to your portfolio through reports and online availability, and partnership with a team you can trust.

Investment Risk Tolerance

We use your Risk Number® to help you invest according to your own risk tolerance level. 

Learn More

How we manage your portfolio:

Our Team

  • Dedicated Investment Team including Accredited Fiduciary and Chartered Financial Analyst 2 Candidate

  • Service to over 1,400 clients with assets of approximately $1 billion

  • Committed to continued education and learning

  • Both internally and externally regulated by various committees and boards

Our Practice

  • Provide comprehensive financial solutions at every aspect of your life

  • Customized asset allocation based on risk tolerance and goals

  • Periodically review of portfolio securities and allocation

  • Examine the economic environment and monitor the impact to our offerings

Our Commitment

  • Consistent investment monitoring

  • Dependable economic updates

  • Regular account performance reporting

  • 24/7 Online account access

  • Dedicated to helping you achieve your financial goals

Contact Us |  641-422-1600

Products provided by First Citizens Wealth Management are not insured by the FDIC, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of the principal invested. Please note that neither First Citizens Bank nor the First Citizens Wealth Management Department provide tax or legal advice. You should always consult an attorney along with a tax professional to determine how to prepare the best estate plan for your situation.

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