WEALTH MANAGEMENT & TRUST
Frandsen Bank & Trust’s Wealth Management & Trust Department has been in operation since 1969 and assists over 1,300 individual and business clients throughout the Upper Midwest.
The Frandsen Bank & Trust Wealth Management & Trust team has over 90 years of experience providing 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)
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To learn more about some of the services we provide, watch a video:
