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Country Trust Bank

Country Trust Bank is a RIA based in Bloomington, IL with $11B in AUM and with 20 advisors nationwide.

Advisors (20)

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Name Start Date
Brinkmann, Darryl, Robert Dec 2006
Cawley, Charles, Michael Dec 2006
Guebert, Richard, Louis Dec 2003
Harmon, Paul, Millard May 2000
John Dale Blackburn Aug 2001
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$10.9B
Total Assets
7K
Accounts
$1.7M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart
  •   Country Life Insurance Company (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Nappi, Andrew, Thomas Director 05/01/2000
Wachtel, Dale, William Director 12/01/2000
Thompson, Gerald, Dean Director 12/01/2000
Nelson, Philip, Tim Director 05/01/2000
Rush, Robert, William Executive Officer 05/01/2000

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
1705 N. Towanda Avenue
Bloomington , IL 61702-2020
Phone Number: 800-422-8261
Other Offices Address City State Zip
105 S Pointe Drive Edwardsville IL 62025
3601 W Wabash Springfield IL 62711
188 Inverness Drive W Englewood CO 80112
444 East Hillcrest DeKalb IL 60115
3501 Excel Drive Medford OR 97504

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Fixed Fees