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For more than 134 years the Roundbank organization has been serving the Waseca community, focusing on the needs of its customers and our commitment to service. We extended this commitment to the Waldorf community in 1992 by acquiring the Waldorf State Bank and to the Farmington community in 1997 by opening a downtown office, which we expanded in 2006 by constructing a full-service banking office, and to the New Prague community in July 2010 with the acquisition of Community Security Bank..
With over 1 trillion data points across 200+ products and 189 instruments going back 15+ years, as well as a global presence with 43 offices in 30 countries, we provide precision data and analytics to our customers that is used daily for trading and business decisions.
At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees. The 6 MOKAN Wealth Standards: Fiduciary We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. Tax-Focused Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table. Fee-Only No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution. Comprehensive You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments. Custom Everyones financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach. Boutique MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.
Gateway State Bank is a Clinton, IA-based company in the Financial Services sector.
First State Banchshares is a Blakely, GA-based company in the Financial Services sector.