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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

  • Clarion Branch
    315 Central Avenue East - Clarion

  • Kanawha Branch
    220 North Main Street - Kanawha

  • Latimer Branch
    119 North Akir Street - Latimer

  • Mason City State Street Branch
    33 East State Street - Mason City

  • Mason City West Branch
    2601 4th Street SW - Mason City

  • Mora Branch
    730 Forest Ave East - Mora

  • New Hampton Branch
    124 West Main Street - New Hampton

  • Osage Branch
    501 Main Street - Osage

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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) 422-1600
  • Jim Anderson, AFIM

    Jim Anderson, AFIM

    SVP, Trust Investment Officer

    Location: Mason City West Branch Phone: (641) 422-1600
  • Roberta Cornelius, CTFA, CSA, ACP

    Roberta Cornelius, CTFA, CSA, ACP

    VP, Senior Trust Officer

    Location: Mason City West Branch Phone: (641) 422-1600
  • Michael Castle, CFP

    Michael Castle, CFP

    VP, Wealth Advisor

    Location: Mason City West Branch Phone: (641) 422-1600
  • 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) 422-1600
  • Mike Midtgaard, MBA

    Mike Midtgaard, MBA

    Trust Officer

    Location: Mason City West Branch Phone: (641) 422-1600
  • Roxanne M. Carey, CTFA

    Roxanne M. Carey, CTFA

    AVP, Trust Officer

    Location: Charles City Branch Phone: (641) 228-5315
  • Arcon Concepcion

    Arcon Concepcion

    Wealth Management Assistant

    Location: Charles City Branch Phone: (641) 228-2112
  • Brad Dummett

    Brad Dummett

    Associate Investment Officer

    Location: Mason City West Branch Phone: (641) 422-1600
  • Kris Nichols

    Kris Nichols

    Trust Administrator

    Location: Mason City West Branch Phone: (641) 422-1600
  • Courtney Hoffman

    Courtney Hoffman

    Associate Trust Administrator

    Location: Mason City West Branch Phone: (641) 422-1600
  • Chelsea Frederick

    Chelsea Frederick

    Associate Trust Administrator

    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
  • Holly Miller

    Holly Miller

    Relationship Manager

    Location: Mason City West Branch Phone: (641) 422-1600
  • Carol Meyer

    Carol Meyer

    Trust Operations Officer

    Location: Mason City West Branch Phone: (641) 422-1600
  • Amanda Berding

    Amanda Berding

    Trust Operations Specialist

    Location: Mason City West Branch Phone: (641) 423-1600
  • Steve Rowlet

    Steve Rowlet

    Trust Operations Specialist

    Location: Mason City West Branch Phone: (641) 423-1600
  • Cheryl Rottinghaus

    Cheryl Rottinghaus

    Trust Operations Specialist

    Location: Mason City West Branch Phone: (641) 423-1600
  • Teresa Shaw

    Teresa Shaw

    Trust Operations Specialist

    Location: Mason City West Branch Phone: (641) 423-1600
 

Investment Center Team

  • Nicole Rognes Olson, JD, CFP

    Nicole Rognes Olson, JD, CFP

    Program Manager

    Location: Mason City West Branch Phone: (641) 422-1600
  • Michael J. Castle, CFP

    Michael J. Castle, CFP

    Investment Executive

    Location: Mason City West Branch Phone: (641) 422-1600
  • Carol A. Juhl

    Carol A. Juhl

    Investment Associate

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

    Holly A. Miller

    Investment Executive

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

    Terry J. Bleile, CPA (inactive)

    Investment Executive

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

    Arcon A. Concepcion

    Associate Investment Executive

    Location: Charles City Branch Phone: (641) 228-2112
  • Bryan J. Lathrop

    Bryan J. Lathrop

    Sales Assistant

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

 

*Securities and insurance products are offered through Cetera Investment Services LLC, member Member FINRA/SIPC. Advisory services are offered through Cetera Investment Services LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Advisory services can only be offered by Investment Adviser Representatives.

View Cetera Investment Services LLC privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirement. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

2601 Fourth Street SW Mason City, IA 50401

 

 
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