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Trust & Investment
Management Services
Mission Statement
The mission of the trust department is to provide the highest quality
trust service to the customers of theFirst State Bank of Bloomington
and its service area while at the same time creating a reasonable profit
for the bank.
What services do we provide?
Karla Lohnes, CTFA, our vice president and trust officer, heads our
trust and retail brokerage services. Her extensive knowledge and education
in the areas of financial planning and investments allows her to analyze
your personal financial situation and prepare a program designed to
meet your financial goals and objectives.
Our trust department offers numerous types of accounts and services
associated with those accounts including:
Estate Planning, Personal Trusts and Investment Management Services
- Assistance in the development of an estate plan, investment and
financial goals
- Transfer of securities
- Initial evaluation of trust instrument and determination of investment
objectives
- Design of portfolio and asset allocation
- Custody and Safekeeping of assets
- Collection of dividends, interest, rents and royalties
- Complete bill paying services with automated ACH payments and deposits
- Processing all capital changes, calls, tenders, exchanges, stock
splits and stock dividends
- Purchase and sale of securities at preferred institutional rates
- Providing tax records for all activity and income
- Providing periodic account statements including activity and asset
review
Personal Retirement Accounts
- Traditional IRA
- Roth IRA
- Conduit IRA
- Education IRA
Employer Sponsored Retirement Plans
- 401(k) Profit Sharing Plans
- SEP Plans (Simple Employee Pensions)
- SIMPLE IRA Plans
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Trust & Investment Management Services
View Trust Account Online
Brokerage Services
View
Brokerage Account Online
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