Mission Statement

The mission of the trust department is to provide the highest quality trust service to the customers of the First State Bank of Bloomington and its service area while at the same time creating a reasonable profit for the bank.

What services do we provide?

The Trust Department of First State Bank offers a full array of trust and investment services. Our trust accounts are administered locally thus ensuring personal, knowledgeable service from a professional who is able to understand your individual needs and assist you and your family in tailoring a financial or estate plan.

Karla Lohnes, CTFA, our vice president and trust officer, heads our trust and retail brokerage services. Her extensive knowledge and education in the areas of financial planning and investments allows her to analyze your personal financial situation and prepare a program designed to meet your financial goals and objectives.

Our trust department offers numerous types of accounts and services associated with those accounts including:

Estate Planning, Personal Trusts and Investment Management Services

Assistance in the development of an estate plan, investment and financial goals
Transfer of securities
Initial evaluation of trust instrument and determination of investment objectives
Design of portfolio and asset allocation
Custody and Safekeeping of assets
Collection of dividends, interest, rents and royalties
Complete bill paying services with automated ACH payments and deposits
Processing all capital changes, calls, tenders, exchanges, stock splits and stock dividends
Purchase and sale of securities at preferred institutional rates
Providing tax records for all activity and income
Providing periodic account statements including activity and asset review

Personal Retirement Accounts

Traditional IRA
Roth IRA
Conduit IRA
Education IRA

Employer Sponsored Retirement Plans

401(k) Profit Sharing Plans
SEP Plans (Simple Employee Pensions)
SIMPLE IRA Plans

For any questions regarding First State Bank's trust services, please contact Karla Lohnes:

Phone: (309) 662-0411
Fax: (309) 663-6217
Email: klohnes@fsbankblm.com

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