Pub 12 2023 Directory

40 CNB Custody 225 Main St. Seneca, KS 66538 Contact: Michelle Thomas Tel: (800) 680-0340 CNB Custody specializes in holding alternative assets in IRAs including real estate, precious metals, cryptocurrency, bank stock, and other non-traded investments. When your investors want to purchase bank stock with IRA funds or customers ask about real estate, crypto or other investments in IRAs, we are the experts to help make this happen. We are not financial advisors and will not ask them to invest more than they wish, so they can keep the remaining funds with your bank. With more than 35 years of IRA experience, CNB Custody has built a reputation for providing exceptional service, record-keeping accuracy and competitive fees. CNB is an awardwinning custodian with over $3.5 billion in assets under custody. A member of the Retirement Industry Trust Association, CNB can assist with Roth, Traditional, and SEP IRAs. Country Club Trust Company 414 Nichols Rd. Kansas City, MO 64112 Contact: Suzy Hall Tel: (816) 751-4200 Country Club Trust Company (CCTC) is a division of Country Club Bank located in Kansas City. Our experienced professionals help clients towards building and reaching their financial goals by providing a range of services, including personal and corporate trust services, Individual Retirement Accounts (IRAs), investment advisory services (individual and institutional), conservatorships, financial planning and more. Executive Benefits Network 4601 W. 6th St., Ste. A Lawrence, KS 66049 Contact: Joe Jones Tel: (785) 838-9800 EBN specializes in the design, administration and informal financing of executive compensation, and benefit plans as well as the procurement of bank-owned life insurance programs. Great Plains Trust Company 7700 Shawnee Mission Pkwy., #101 Shawnee Mission, KS 66202 Contact: Tully McCoy Tel: (913) 831-7999 We are an independent trust company. Korol Financial Group, LLC 10333 E. 21st St. N., Ste. 203 Wichita, KS 67206 Contact: Craig Korol Tel: (316) 789-0321 Provides 401(K) services, including plan and participant education as well as executive compensation strategies, BOLI options and personal financial planning. Mainstar Trust 5901 College Blvd., Ste. 100 Leawood, KS 66211 Contact: Bruce Olberding Tel: (785) 889-4213 Mainstar Trust provides custody services for self-directed IRAs, HSAs, small business retirement plans and non-qualified accounts. 2023 ASSOCIATE MEMBERS