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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

 

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 

Kris Lamont
425 Tiffany Drive, Mason City 



Investment Center
641-357-7106

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

Paula Petersburg
 
VP/Trust Officer

Lynne Berdgin

Lynne Berding
Asst Trust Officer

Anne Flynn
Anne Flynn
VP/Trust Officer