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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

  • 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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Our Team

 

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
  • Terry Bleile, CPA (inactive)

    Terry Bleile, CPA (inactive)

    AVP, Wealth Advisor

    Location: Mason City West Branch Phone: (641) 380-3441
    Get to Know
  • Roxanne M. Carey, CTFA

    Roxanne M. Carey, CTFA

    VP, Trust Officer

    Location: Charles City Branch Phone: (641) 257-5050
    Get to Know
  • Mike Midtgaard, MBA

    Mike Midtgaard, MBA

    Trust Officer

    Location: Mason City West Branch Phone: (641) 380-3420
    Get to Know
  • Holly Miller

    Holly Miller

    Relationship Manager

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

    Brad Dummett

    Trust Investment Officer

    Location: Mason City West Branch Phone: (641) 380-3358
    Get to Know
  • Lora Mills, ATOP

    Lora Mills, ATOP

    Investment Specialist

    Location: Charles City Branch Phone: (641) 257-5042
  • Chelsea Frederick

    Chelsea Frederick

    Trust Officer

    Location: Mason City West Branch Phone: (641) 380-3427
  • Lauren Heuberger

    Lauren Heuberger

    Associate Trust Administrator I

    Location: Mason City West Branch Phone: (641) 380-3458
  • Courtney Hoffman

    Courtney Hoffman

    Associate Trust Administrator II

    Location: Mason City West Branch Phone: (641) 380-3426
  • Carol Juhl

    Carol Juhl

    Wealth Management Assistant

    Location: Mason City West Branch Phone: (641) 422-1600
  • Bryan Lathrop

    Bryan Lathrop

    Wealth Management Assistant

    Location: Mason City West Branch Phone: (641) 422-1600
  • Arcon Concepcion

    Arcon Concepcion

    Wealth Management Assistant

    Location: Charles City Branch Phone: (641) 257-5046
  • Amber Suby

    Amber Suby

    Client Experience Associate

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

    Amanda Berding

    Trust Operations Officer

    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
  • Erin Trask

    Erin Trask

    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
  • Holly A. Miller

    Holly A. Miller

    Investment Executive

    Location: Mason City West Branch Phone: (641) 380-3425
  • Carol A. Juhl

    Carol A. Juhl

    Investment Associate

    Location: Mason City West Branch Phone: (641) 380-3361
  • Bryan J. Lathrop

    Bryan J. Lathrop

    Sales Assistant

    Location: Mason City West Branch Phone: (641) 380-3391
  • Arcon A. Concepcion

    Arcon A. Concepcion

    Associate Investment Executive

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

 

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. First Citizens Bank and First Citizens Investment Center are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name First Citizens Investment Center, and may also be employees of First Citizens Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of First Citizens Bank or First Citizens Investment Center. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDA or
Any Other Government Agency
Not Bank GuaranteedNot Bank Deposits
or Obligations
May Lose Value


The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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