Investment Center

At First Citizens Investment Center our primary focus is to provide you with comprehensive financial solutions at every phase of your life.  We offer you a variety of quality products and services that suit your lifestyle and changing needs, whether it's your first home, a new baby, a dream vacation, college or retirement.

Enjoy the convenience of conducting your banking and investment needs at one location... right in your own community and with the people you know.

Our Services:

  • Investment Advice
  • IRA/401(k) Rollovers
  • IRA, Simple IRA, Roth IRA
  • College Funding
  • Retirement Planning

Our Products: 

  • Full-Service Brokerage
  • Mutual Funds
  • Stocks
  • Tax-Deferred, Fixed/Variable Annuities
  • Government, Municipal an Corporate Bonds
  • Unit Investment Trusts
  • Life Insurance
  • Money Market Funds

Contact us* for more information. We are available at all First Citizens National Bank locations by appointment.

*NOTE: Please do not include confidential information in your message. 

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Services LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: * Not FDIC/NCUSIF insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Advisory services can only be offered by Investment Adviser Representatives.

View Cetera Investment Services LLC privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirement. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

2601 Fourth Street SW
Mason City, IA 50401

Sandy
    Benson    
 Registered
Rep
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 Jeremy Peters
Registered
Rep
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 Dan
   Hageman  
Registered
Rep
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 Ryan
 Venz
Investment
Assistant
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Cetera
Investment Services Account Access