Trust Services

Our Trust Department is one of the largest in northwestern North Dakota and northeastern Montana.  We can provide you with a full range of management services for your assets, real estate, mineral interests, and provide financial security for your family.  In addition, we can provide you with an opportunity to invest funds in bonds, stocks, and mutual funds.  Included below are services provided by our Trust Department.

Please note that Investments and Advisory Services are: 

Not FDIC Insured | Not Bank Guaranteed | Not a Deposit | Not Insured by any other Federal Government Agency | May Lose Value

Trust Administration

  • Living Trusts
  • Trusts Under Will
  • Land Trusts
  • Mineral Trusts
  • Charitable & Gift Trusts
  • Life Insurance Trusts
  • Education Trusts
  • Foundation Trusts

Retirement Plans

  • Individual Retirement Accounts (IRA)
  • IRA Rollovers
  • Roth IRA
  • Simplified Employee Pension Plan (SEP)
  • Health Savings Plan
  • Pension Plan
  • Profit Sharing Plan
  • 401(k) Plan (Traditional and Roth)
  • Individual (K) Plan
  • Self Employed Retirement Trusts (SERT)

Personal Investment Accounts

  • Investment Management Accounts (IMA)
  • Custody Accounts (Self-Directed)
  • Farm Management Accounts
  • Mineral Management Accounts

Estates     

  • Personal Representative

Conservatorships

Wealth Management

  • Estate Planning


Infovisa Client Portal

Retirement Planning

Yahoo! Finance

Amy Wells
Senior Vice President/Chief Trust Officer

 

Jenny Olson, CRSP, CRPP™
Assistant Vice President/Employee Benefits Officer

Jennifer Wilson
Assistant Vice President/Senior Project Officer

 

Alyssia Truong
Trust Officer

 

Nancy Bloemker
Trust Officer