Security National's Zellmer Earns Trust Certification
May 29, 2019
SIOUX CITY, Iowa — Tyler Zellmer, a Wealth Management Advisor with Security National, was recently awarded the Certified Trust and Financial Advisor (CTFA) professional certification.
The designation is awarded to financial professionals who meet the highest standards of excellence, experience and education in the field of wealth management and trust services. To achieve the certification, Zellmer completed a curriculum and exam as set forth by the American Bankers Association, covering fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics. He will also meet certain ethical and professional development standards to maintain his certification.
Zellmer, who started his career with Security National Wealth Management in 2015, holds a Bachelor of Arts degree in business administration from Briar Cliff University. He serves as a board member on the Sioux City Growth Organization; and he is an active member of the Siouxland Estate Planning Council and a volunteer with various youth soccer organizations in the area.
ABOUT SECURITY NATIONAL BANK
Security National Bank is a full-service financial institution with branch offices serving customers in Sioux City, Akron, Mapleton, Moville, Lawton and Climbing Hill. Since its founding in 1884, Security National Bank has set the standard for integrity, honor, open-mindedness, excellent service, efficiency, good humor, respect, duty and human connection in the banking industry. Today, SNB is the largest locally owned bank in Sioux City. Security National Bank is Member FDIC and Equal Housing Lender. For more information about ways to advance your career with SNB, visit the Employment Opportunities page.
ABOUT SECURITY NATIONAL WEALTH MANAGEMENT
Security National Corporation is proud to offer a 60-person Wealth Management Division, where more than 2,800 clients have entrusted $3 billion in assets to meet their unique investment and trust needs.