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Financial Services Group

Insurance

A multi-line independent agency which provides numerous products, we have the ability to work with a number of insurance companies, which helps us find the right fit for everyone.

CLB&T Insurance and Financial Services 
641-355-2223
www.clbtins.com/

Not FDIC Insured


Kirk Mueller

Kirk Mueller
Agency Manager

Tyler Weigel

Tyler Weigel
Agent 

Investments

We can help create an investment plan that best fits your needs. We will advise you not only on standard security investments such as stocks, bonds, and mutual funds, but also on alternative investments.

Edgar Financial Group
641-424-9899
www.edgarfinancialgroup.com
 

Kris Lamont
425 Tiffany Drive, Mason City



Investment Center
641-357-7106
www.investmentcenterclearlake.com

Tom Alexander
322 Main Avenue, Clear Lake

Securities offered through Securities America, Inc., Member FINRA/SIPC, and advisory services offered through Securities America Advisors, Inc., Kris Lamont and Tom Alexander, Representatives. Edgar Financial Group, Investment Center, and Clear Lake Bank & Trust are not affiliated with the Securities America Companies.

Securities licensed in AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD. MI, MN, MO, MS, MT, NC, ND, NE, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI, CY.

Not FDIC Insured, No Bank Guarantees, May Lose Value

Kris Lamont

Kris Lamont
Edgar Financial Group

Tom Alexander

Tom Alexander
Investment Center 

Trust

The management of trusts and estates is complex because no two scenarios are alike. We always tailor our services to meet each family's needs by working as part of a team with other financial and legal advisors.

CLB&T Trust Department
641-355-2207
641-423-2457

Trust Department Website

Trust Department Brochure

Paula Petersburg
VP/Trust Officer 


Anne Flynn

Anne Flynn
VP/Trust Officer