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Midland Credit Union partners with First Community Trust (FCT) to offer investment, financial planning, estate planning and trust services. Through this partnership, we are able to expand our wealth management services to you, our members, including benefits such as:
In addition to comprehensive wealth management services through FCT, members may also access insurance and protection planning solutions through FCT Insurance.
Jason, Vice President, Wealth Advisor & Trust Officer and licensed Insurance Agent, serves the members of Midland Credit Union. He helps members with retirement planning, retirement income strategies, investment planning, as well as estate planning and trust administration. Jason has 30 years of experience in the insurance and financial services industry and brings a wealth of knowledge to his clients.
Jason was born and raised in Iowa and received his bachelor’s degree from the University of Northern Iowa. After graduation, he secured a position with a national retailer. It wasn’t long before Jason realized his true passion was helping others with their current and future financial goals and developing others into successful financial service professionals through his work.
In addition to excelling within the industry, Jason has also completed the Chartered Leadership Fellow (CLF) and Life Underwriter Training Council Fellow (LUTCF) programs to master his skills further. Accompanying these credentials, Jason holds the Iowa Life, Accident & Health licenses and FINRA series 6, 7, 63 & 26.
“You’ve built a nest egg…now it’s time to trust the care of all your hard work to someone who cares about it as much as you do!” – Jason Freese
Plan, invest, and grow with confidence. Through our partnership with First Community Trust, Midland members can access expert guidance in retirement, investment, and estate planning.
Meet with Jason Freese—your local FCT wealth advisor—for a free, no-obligation appointment in person, by phone, or online.
Vice President, Wealth Advisor and Trust Officer
Phone: (515) 956.3030
Email: [email protected]
Explore Wealth Management Resources from First Community Trust.
First Community Trust, N.A. (FCT) partners with credit unions to provide investment, retirement, financial planning, and trust services that empower members build, manage, and preserve wealth. Founded in 2001, FCT helps individuals and families pursue long-term financial and estate planning goals. Operating as an independent fiduciary, FCT is compensated through a single asset-based fee and does not accept sales or product commissions. Its approach centers on high-touch service and trusted, long-term relationships.
Through its affiliate, FCT Insurance, LLC, members may also access insurance and protection planning solutions, creating a more complete and coordinated approach to financial well-being. Your FCT Wealth Advisor collaborates with FCT Insurance’s licensed Insurance Agents to help coordinate your investments, trusts, and insurance coverage, creating a more unified strategy built around your long-term financial goals.
To learn more about FCT, visit www.fctrust.com and www.fctrustinsurance.com.
Products offered are not federally insured; are not obligations of the Credit Union; are not guaranteed by the Credit Union or any affiliated entity; involve investment risks; including the possible loss of principal.
