INVESTMENT MANAGEMENT & TRUST


Frandsen Bank & Trust, through its Investment Management & Trust Department provides the following services: 

  • Internet Account Access 
  • Professional investment management
  • Estate and retirement planning
  • Trust account administration
  • Estate settlement services
  • Money management services
  • Conservatorship administration for minors or other individuals
  • Personal representative services
  • Pension and profit sharing plans
  • 401(k) plans
  • Simplified Employee Pension plans (SEPs)
    SIMPLE Plans
  • Directed/non-directed Individual Retirement Accounts (IRAs)

Video:  Trust Services

Trust Plan






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Empty Nesters

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Divorce

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Inheritance

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Retirement Plans

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401(k) Rollover

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Contact

Steve Vranich
Sr. Vice President and Trust Officer
507-233-4800
svranich@frandsenbank.com


Kerry Ledin
Vice President and Trust Officer
507-233-4800
kledin@frandsenbank.com

Kathy Curry
Trust Officer
507-233-4800
kcurry@frandsenbank.com