East Peoria, IL – Midwestern Securities Trading Company, LLC (MSTC) recently honored four of their top investment services partners with the Elite Financial Team Award at their annual CEO & Advisor Forum, which was held online this year. They also honored several partners with the prestigious Harvester Award and the MSTC Moxie Award.
The 2020 Elite Team Award winners are: Financial Advisor Jeffrey Schumacher, CRPC®, and the team at Goodfield State Bank Investment Services, a division of Goodfield State Bank; Financial Advisor Josh Miller, CFP®, and the team at TGSB Financial Services, a division of Table Grove State Bank; Financial Advisors Adam Carlson, CFP® and Eric Grant, CFP® and the team at Midwest Bank Wealth Management, a division of Midwest Bank; Financial Advisor Nate Henna and the team at Bradford Wealth Management, a division of Bradford National Bank. Recipients were chosen based on their demonstrated excellence in the areas of client service and retention; commitment; attitude; teamwork; and asset gathering.
The 2020 Harvester Award winners are: Financial Advisor Luke Harl of FNB Asset Management, a division of Fairfield National Bank; Financial Advisor Brian Card of PSB Investment Services, a division of Princeville State Bank; and Financial Advisor Robbie Minor of Sauk Valley Investment Services, a division of Sauk Valley Bank and Trust. These advisors were chosen for their commitment to building their businesses and serving in the best interest of their clients.
The 2020 MSTC Moxie Award winners are: Financial Advisor Jeffrey Bressner of First Farmers State Bank Investment Services, a division of First Farmers State Bank; and Financial Advisor Michael Vogt of Teutopolis Investment Services, a division of Teutopolis State Bank. Recipients were selected for this award for their commitment to putting in hard work, doing the right activities, and showing unstoppable perseverance with courage and vigor.
“These advisors, support teams, and their financial institution leaders have worked together to make their Investment Services Divisions a success,” said MSTC President Michael Graham, CFP®. “We are excited to recognize a group of outstanding teams and advisors who do a great job improving the lives of their clients and the communities they serve. We are grateful to have such dedicated professionals on our team.”
MSTC, a member of FINRA/SIPC, is an independent, fully disclosed, introducing broker/dealer and Registered Investment Advisory specializing in providing turnkey investment services divisions to community-minded financial institutions. It works with community banks and credit unions throughout the Midwest. The firm’s focus is on growing a non-interest revenue stream for the institution through the investment services division and protecting the institution from customer attrition by helping it become a true full-service financial solutions provider.