Bio: Mark Kolterman
Active in the insurance business for more than 33 years, Mark Kolterman concentrates his efforts on estate and succession planning. Through a proven process called Financial Strategies Mark helps small business owners and farmers survey their business and create an action plan.
Mark then helps his clients implement the plan utilizing attorneys, accountants, bankers and his three decades of experience in the insurance business.
Mark is a member of the National Association of Insurance & Financial Advisors and National Association of Health Underwriters.
Mark enjoys spending time with his family, golfing, and yard work. He is very active in community organizations & activities.
Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York) and Principal Life Insurance Company. Securities offered through Princor Financial Services Corporation, 800/247-1737, member SIPC. Principal National and Principal Life, and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392. Jones National Bank and Trust Company is not an affiliate of any company of the Principal Financial Group®. #416905201
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.
Jones Bank Quick Facts
Did you know Jones National Bank and Trust Co. has been in business since 1883?
Read more about our history here.