Country Trust Bank (Bloomington)

Name: Country Trust Bank
Address: 1705 N. Towanda Avenue, Bloomington, IL, 61702 2020
Telephone: 866-268-6879

Country Trust Bank is an investment adviser to an investment company based in Bloomington. It manages $531.91 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Country Trust Bank provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Country Trust Bank: assets under management

The assets under management (AUM) of Country Trust Bank is $531.91 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $531.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $265.95 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Country Trust Bank for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Country Trust Bank

Andrew Thomas Nappi has been acting as President since 1 May 2000. Wade Vernon Harrison joined the executive team most recently as the Executive Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Duane Leon Miller	Executive officer	1 May 2000	Other	1183297
Andrew Thomas Nappi	Director	1 May 2000	Other	4375947
Donald Edwin Stephen	Director	1 May 2000	Other	4375958
Glenn Rudolph Meyer	Director	1 May 2000	Other	4375960
Charles William Williams	Director	1 May 2000	Other	4375979
David Arthur Downs	Director	1 May 2000	Other	4376079
Randall Lee Sims	Director	1 May 2000	Other	4376091
Robert Lowell Phelps	Director	1 May 2000	Other	4376094
Philip Tim Nelson	Director	1 May 2000	Other	4210104
James Paul Schillinger	Director	1 May 2000	Other	3199920
Andrew` Leo Goleman	Director	1 May 2000	Other	4375000
Robert Earl Thurston	Director	1 May 2000	Other	4376074
David Brodie Gardner	Director	1 May 2000	Other	4239916
Robert William Rush	Executive officer	1 May 2000	Other	4374992
Charles Lyman Jones	Executive officer	1 May 2000	Other	1479978
Paul Millard Harmon	Executive officer	1 May 2000	Other	1479977
Ronald Ralph Warfield	Director	1 May 2000	Other	2464208
Country Life Insurance Company	Shareholder	1 May 2000	75% - 100%	37-0808781
Country Mutual Insurance Company	Shareholder	1 May 2000	Other	37-0807507
David Allen Magers	Executive officer	1 May 2000	Other	3199923
Dale William Wachtel	Director	1 Dec 2000	Other	4376127
Gerald Dean Thompson	Director	1 Dec 2000	Other	4376145
John Dale Blackburn	Executive officer	1 Aug 2001	Other	1288501
James Holstine	Director	1 Nov 2001	Other	4489300
Henry Joseph Kallal	Director	1 Dec 2001	Other	4376126
William Joseph Hanfland	Executive officer	1 Jul 2003	Other	1479975
Richard Louis Guebert	Director	1 Dec 2003	Other	4743517
William Harris Olthoff	Director	1 Dec 2003	Other	4743521
Randal Kent Schleich	Director	1 Dec 2003	Other	4743522
Barbara Lucille Mosson	Chief compliance officer	1 Apr 2004	Other	4915478
Michael John Kenyon	Director	1 Dec 2004	Other	4897099
Richard David Ochs	Director	1 Dec 2004	Other	4897102
James Donald Schielein	Director	1 Dec 2004	Other	4897106
Kurt Franklin Bock	Executive officer	1 Jul 2005	Other	4992971
J C Pool	Director	1 Dec 2005	Other	5082880
Terry Allen Pope	Director	1 Dec 2005	Other	5082882
Darryl Robert Brinkmann	Director	1 Dec 2006	Other	5275940
Charles Michael Cawley	Director	1 Dec 2006	Other	5275942
Robert William Rush	Executive officer	1 Jun 2007	Other	4374992
David Allen Magers	Executive officer	1 Jun 2007	Other	3199923
Kurt Franklin Bock	Executive officer	1 Jun 2007	Other	4992971
Barbara Lucille Mosson	Chief compliance officer	1 Jun 2007	Other	4915478
Country Life Insurance Company	Shareholder	1 Jun 2007	75% - 100%	37-0808781
Barbara Lucille Mosson Merriam	Chief compliance officer	1 Jun 2007	Other	4915478
Alan Keith Dodds	Executive officer	1 Apr 2009	Other	5660784
Wade Vernon Harrison	Executive officer	1 Jan 2011	Other	4487606
Kurt Franklin Bock	Chief executive officer	1 Jan 2012	Other	4992971

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Illinois Agricultural Association	Shareholder	1 Aug 1925	75% - 100%	37-0809856
Illinois Agricultural Association	Shareholder	1 Apr 1930	75% - 100%	37-0809856
Illinois Agriculturalholding Co.	Shareholder	1 May 1935	75% - 100%	36-1252720
Illinois Agricultural Holding Co.	Shareholder	1 May 1935	75% - 100%	36-1252720
Illinois Agricultural Holding Co	Shareholder	1 May 1935	75% - 100%	36-1252720

Based in Bloomington

The principal office where Country Trust Bank performs its advisory services is located at 1705 N. Towanda Avenue, Bloomington, IL 61702 2020 The mailing address of the firm is Administrative Services Bldg, Bloomington, IL 61704. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-268-6879 or by fax 309-821-6177. The normal business hours are 8:15am to 4:30pm on Monday - Friday. You can find more information about the New York firm at www.countryinvestment.com.