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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

Hours
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

  • Latimer Branch
    119 North Akir Street
    Latimer, IA 50452

  • 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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Financial Experts Ready to Help

The key to a great relationship with an advisor is, well, trust. All of our Wealth Management team members have a wealth of experience helping individuals just like you achieve peace of mind.

Get in touch with any of our team members to learn how we can help you.

Wealth Management Team

  • Nicole Rognes Olson, JD, CFP®

    Nicole Rognes Olson, JD, CFP®

    Chief Wealth Management Officer

    Location: Mason City West Branch Phone: (641) 380-3451
    Get to Know
  • Jim Anderson, AFIM

    Jim Anderson, AFIM

    SVP, Trust Investment Officer

    Location: Mason City West Branch Phone: (641) 380-3422
    Get to Know
  • Roberta Cornelius, CTFA, CSA, ACP

    Roberta Cornelius, CTFA, CSA, ACP

    VP, Senior Trust Officer

    Location: Mason City West Branch Phone: (641) 380-3423
    Get to Know
  • Michael Castle, CFP®

    Michael Castle, CFP®

    VP, Wealth Advisor

    Location: Mason City West Branch Phone: (641) 422-1600
    Get to Know
  • Carol Juhl

    Carol Juhl

    Wealth Management Assistant

    Location: Mason City West Branch Phone: (641) 422-1600
  • Terry Bleile, CPA (inactive)

    Terry Bleile, CPA (inactive)

    AVP, Wealth Advisor

    Location: Mason City West Branch Phone: (641) 380-3441
    Get to Know
  • Mike Midtgaard, MBA

    Mike Midtgaard, MBA

    Trust Officer

    Location: Mason City West Branch Phone: (641) 380-3420
    Get to Know
  • Roxanne M. Carey, CTFA

    Roxanne M. Carey, CTFA

    AVP, Trust Officer

    Location: Charles City Branch Phone: (641) 257-5050
    Get to Know
  • Arcon Concepcion

    Arcon Concepcion

    Wealth Management Assistant

    Location: Charles City Branch Phone: (641) 257-5046
  • Brad Dummett

    Brad Dummett

    Associate Investment Officer

    Location: Mason City West Branch Phone: (641) 380-3358
    Get to Know
  • Courtney Hoffman

    Courtney Hoffman

    Associate Trust Administrator

    Location: Mason City West Branch Phone: (641) 380-3426
  • Chelsea Frederick

    Chelsea Frederick

    Trust Administrator

    Location: Mason City West Branch Phone: (641) 380-3427
  • Valerie Buttweiler

    Valerie Buttweiler

    Associate Trust Administrator

    Location: Mason City West Branch Phone: (641) 380-3458
  • Bryan Lathrop

    Bryan Lathrop

    Wealth Management Assistant

    Location: Mason City West Branch Phone: (641) 422-1600
  • Holly Miller

    Holly Miller

    Relationship Manager

    Location: Mason City West Branch Phone: (641) 422-1600
    Get to Know
  • Amber Suby

    Amber Suby

    Investment Specialist

    Location: Mason City West Branch Phone: (641) 380-3457
  • Amanda Berding

    Amanda Berding

    Trust Operations Specialist

    Location: Mason City West Branch Phone: (641) 380-3382
  • Steve Rowlet

    Steve Rowlet

    Trust Operations Specialist

    Location: Mason City West Branch Phone: (641) 380-3429
  • Cheryl Rottinghaus

    Cheryl Rottinghaus

    Trust Operations Specialist

    Location: Mason City West Branch Phone: (641) 380-3406
  • Ryan Fishel

    Ryan Fishel

    Trust Operations Specialist

    Location: Mason City West Branch Phone: (641) 380-3459
 

Investment Center Team

  • Nicole Rognes Olson, JD, CFP®

    Nicole Rognes Olson, JD, CFP®

    Program Manager

    Location: Mason City West Branch Phone: (641) 380-3451
  • Michael J. Castle, CFP®

    Michael J. Castle, CFP®

    Investment Executive

    Location: Mason City West Branch Phone: (641) 380-3421
  • Carol A. Juhl

    Carol A. Juhl

    Investment Associate

    Location: Mason City West Branch Phone: (641) 380-3361
  • Holly A. Miller

    Holly A. Miller

    Investment Executive

    Location: Mason City West Branch Phone: (641) 380-3425
  • Terry J. Bleile, CPA (inactive)

    Terry J. Bleile, CPA (inactive)

    Investment Executive

    Location: Mason City West Branch Phone: (641) 380-3441
  • Arcon A. Concepcion

    Arcon A. Concepcion

    Associate Investment Executive

    Location: Charles City Branch Phone: (641) 257-5046
  • Bryan J. Lathrop

    Bryan J. Lathrop

    Sales Assistant

    Location: Mason City West Branch Phone: (641) 380-3391

 

*Securities and insurance products are offered through Cetera Investment Services LLC, (doing insurance business in CA as CFG STC Insurance Agency LLC), 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. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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2601 Fourth Street SW Mason City, IA 50401

 

 
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