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First Citizens Wealth Management (IA & MN)

First Citizens Wealth Management (IA & MN) Email Formats

Financial ServicesFlag of USMason City, Iowa, United States1-10 Employees

First Citizens Wealth Management (IA & MN) Email Formats

First Citizens Wealth Management (IA & MN) uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@myfcb.bank), used 66.7% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@myfcb.bank
66.7%
{first initial}.{last name}
j.doe@myfcb.bank
33.3%

Key Contact at First Citizens Wealth Management (IA & MN)

Flag of US

Timothy Barker

Senior Vice President, Senior Portfolio Strategist

Company overview

Headquarters2601 4th St SW, Mason City, Iowa 50401, US
Phone number+16414221600
Website
NAICS52
Keywords
Fiduciary Services, Investment Management, Retirement Plan Services, Wealth Advisory Services, Operations And Compliance Services
Employees1-10
Socials

About First Citizens Wealth Management (IA & MN)

Welcome to First Citizens Wealth Management. Our team is comprised of experienced professionals working together to help you plan, grow, and protect your legacy for generations. Who we are: • The trust department of First Citizens Bank offering comprehensive Wealth Management services regulated by the Iowa Division of Banking and Federal Reserve. • Fiduciaries serving in our clients’ best interest. • A One-stop shop for all your financial needs. • A Collaborative team comprised of professionals with diverse experience and education. Who we are not: • Commissioned-sales people. • Stock pickers. • Lone rangers. Disclosure: 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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President
Entry

Employees by Department

First Citizens Wealth Management (IA & MN) has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

First Citizens Wealth Management (IA & MN) has never raised funding before.

Frequently asked questions

First Citizens Wealth Management (IA & MN) is located in Mason City, Iowa, US.
You can reach First Citizens Wealth Management (IA & MN) at +16414221600.
First Citizens Wealth Management (IA & MN) has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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