Investment Center

Teaming For Success

Jones National Bank and Trust Co. have teamed up with financial professional Mark Kolterman and Principal Financial Group® (The Principal®). Our goal with this relationship is to provide you with value added financial services.

The Principal has been dedicated to helping individuals and businesses realize their financial goals for over 125 years. They start by listening to your concerns and help identify alternative solutions. The end result is a strategy that works for you specifically. And, with the products and services available through the Principal Financial Group, Mark has the ability to work with you and your advisors to help you protect your business, retain your employees, and protect your assets.

As a Principal Life Financial Representative and Princor Registered Representative, Mark can offer many products and services for individuals and businesses such as:

  • 401(k) plans
  • Retirement Planning
  • Exit Planning
  • Financial Strategies
  • College Savings Plans
  • Employee Benefits
  • Simple & traditional IRA
  • Annuities
  • Life Insurance
  • Disability Income Insurance
  • Health Insurance - Group & Individual
  • Executive Benefits

  • We are excited about this relationship and the opportunity to work together to make a difference in the lives of the individuals we support and the individuals who support us. Taking steps to plan for tomorrow creates a win-win for everyone - you, your business, and your family.

    Contact Information
    Mark A. Kolterman
    Financial Representative
    Princor Registered Representative
    Investment and Insurance Department
    Jones National Bank and Trust Co.
    341 North 6th Street
    Seward, NE 68434
    (402) 643-2900
    (888) 613-8638 Toll Free
    (402) 643-6835 Fax
    mkolterman@alltel.net

    Contact Mark for an appointment today.

    Insurance issued by Principal Life Insurance Company. Securities offered through Princor Financial Services Corporation, (800) 247-4123, member SIPC. Principal Life and Princor ® are members of the Principal Financial Group®, Des Moines, IA 50392. Insurance and securities products are not FDIC insured, have no bank guarantee, and may lose value. Approval #9097122007



    IMPORTANT CONSUMER INFORMATION: Mark Kolterman may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Mark Kolterman that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status of disciplinary history of Mark Kolterman, or any financial institution they represent, contact your state securities law administrator.

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