Pub 12 2023 Directory

41 Midwest Trust Company 5901 College Blvd., Ste. 100 Leawood, KS 66211 Contact: Will Bergman Tel: (913) 319-0300 Investment management, trust services, wealth and retirement planning. Pentegra Retirement Services 701 Westchester Ave., Ste. 320E White Plains, NY 10604 Contact: Ken Jackson Tel: (303) 921-3109 Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions to banks nationwide. As one of America’s oldest independent fiduciaries, we deliver retirement plans that run with less risk, greater efficiencies and improved outcomes. With an 80-year legacy of fiduciary expertise and oversight unmatched in the industry today, we partner with firms at the advisor, sponsor and enterprise level to bring maximum flexibility to every opportunity, offering a comprehensive array of retirement plan solutions, plan consulting, TPA services and fiduciary support. Learn more at Security Trust & Investments 5901 College Blvd., Ste. 100 Overland Park, KS 66211 Contact: James O’Sullivan Tel: (913) 319-0350 We are a full-service trust, fiduciary investment management firm. The Trust Company 800 Poyntz Ave. Manhattan, KS 66505 Contact: Donna Rose Tel: (785) 537-7200 (785) 537-2030 The Trust Company was founded on Oct. 1, 1992. A small group of local investors formed The Trust Company as an independent, state-chartered trust company in response to the local demand for professional capital management and fiduciary services. The company opened its doors with $25 million in assets under management. Its staff of 46 employees now provides professional investment management; estate, retirement and financial planning; employee benefit plan administration; and trust and fiduciary services for individuals, families, businesses and charitable organizations. The professional staff includes licensed attorneys, certified financial planners, certified trust and financial advisors, a certified public accountant and a member of the CFA Institute. The Trust Company of Kansas 245 N. Waco, Ste. 120 Wichita, KS 67201 Contact: Chris English Tel: (316) 264-6010 At The Trust Company of Kansas, we help people. We promise to minimize the burden of wealth management and bestow the freedom to enjoy everything else. 2023 ASSOCIATE MEMBERS