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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, CFP®, AAMS® 
425 Tiffany Drive, Mason City

Securities licensed in AZ, CO, FL, IA, IL, KS, MD, MN, MO, OH, SD, WI
Insurance licensed in IA, FL, MN


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 AZ, CA, CO, FL, IA, IL, MN, MO, WI

Insurance licensed in IA, IL, ND, NW, WI

Not FDIC Insured, No Bank Guarantees, May Lose Value

 

Kris Lamont

Kris Lamont, CFP®, AAMS® 
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
Clear Lake Office: 641-355-2207
Downtown Mason City Office: 641-423-2457

Trust Department Website

Trust Department Brochure

 

 

Paula Petersburg
VP/Trust Officer 

 

 

Anne Flynn
VP/Trust Officer

                                 

Stephanie Hassebroek
Trust Officer