Mason City National Bank

Investment Services

MCNB Investment Services provides retirement, education, and estate planning services with custom strategies designed specifically for any client. We get to know you and create a personalized portfolio based on your financial situation.

We offer mutual funds, stocks, bonds, annuities, and other investments. Account types offered include Traditional, Roth, SEP, and SIMPLE IRAs, 401(k), 529 Plan, and individual or joint non-retirement accounts.

Meet our Wealth Manager:

Spencer Cunningham grew up in Mason City and attended Illini Central until graduating in 2008. From there he attended Southern Illinois University Edwardsville, attaining a master's degree in Finance and Economics. Spencer spent six years working at Wells Fargo Advisors in St. Louis before moving back to central Illinois. He enjoys golf and watching the St. Louis Cardinals beat the Chicago Cubs!

Stop by, call 217-482-3246, or email spencer.cunningham@lpl.com for a free consultation.

View our brochure: Helping You Purse Financial Independence

Check the background of this investment professional on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mason City National Bank and MCNB Investment Services, LLC. are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MCNB Investment Services, LLC. and may also be employees of Mason City National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mason City National Bank or MCNB Investment Services, LLC. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or
Any Other Government Agency
Not Bank
Guaranteed
Not Bank Deposits or
Obligations
May Lose Value