Wealth Management & Trust

Frandsen Bank & Trust's Wealth Management & Trust Division has been in operation since 1969 and assists over 900 individual and business investment clients throughout the Upper Midwest. We know your time is valuable and we need to earn your trust, which is why we pride ourselves on providing responsive personal service. Our financial professionals are available to meet with you at any Frandsen Bank & Trust office, or your home, or favorite restaurant.

Fiduciary & Trust Services

At Frandsen Bank Wealth Management & Trust, we understand that financial management is not just about money. It’s about the life you want now, the relationships you cherish, and the legacy you leave. It’s about preserving and enhancing your assets for the benefit of your family, your employees, and future generations.

We are a team of highly principled, financial and trust professionals who will work alongside your existing legal and tax advisors. We are not commission based, so our highest priority will always be to carry out the priorities you set for us.

We are uniquely equipped to guide you through your financial, estate, and succession planning processes and to walk with you and your successors to help ensure financial success at each step.

Connect with a Wealth Advisor

Client Access

Wealth Management Access401k Participant Access

Financial Planning

We will get to know you before creating a custom plan to meet your goals for income and cash flow, wealth preservation, and distribution planning.

Wealth Management

We focus on personalized portfolio management for you and your family. You can be involved as little—or as much—as you choose.

Retirement Plans

With a customized plan for your company, you can provide your employees with a superior retirement plan, spend less time on plan administration, and save money on fees.

Fiduciary & Trust Services

We are uniquely equipped to guide you through your financial, estate, and succession planning processes and to walk with you and your successors to help ensure financial success at each step.

Wealth Management Team

Our Wealth Management & Trust department has been in operation for over 50 years and has over $432 million in assets under management.

Economic Outlook

Economic Outlook documents from the Wealth Management & Trust team.

Contact Us for Wealth Management

Contact our wealth management team today for a FREE consultation.

You are about to leave the Frandsen Bank Website.

The site you have selected is an external one located on another server. Frandsen Bank has no responsibility for any external website. It neither endorses the information, content, presentation, or accuracy, nor makes any warranties, express or implied, regarding the external site. Thank you for visiting Frandsen Bank.

Open a New Deposit Account

If you wish enroll in online banking, please click "Cancel" and navigate to the "Enroll in Online Banking" button below "Log In".

If you wish to open a new deposit account, please click "Proceed".

Thank you for banking with Frandsen Bank & Trust!

You are about to leave the Frandsen Bank Website.

The site you have selected is an external one located on another server. Frandsen Bank has no responsibility for any external website. It neither endorses the information, content, presentation, or accuracy, nor makes any warranties, express or implied, regarding the external site. Thank you for visiting Frandsen Bank.