MSTC names 2017 Elite Financial Teams and Harvester Award Recipients
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 an event attended by about 100 industry professionals. They also honored one of their emerging partners with the prestigious Harvester Award.
The 2017 Elite Team Award winners are: Financial Advisors Brian Card and Corey Kelly and the team at PSB Investment Services, a division of Princeville State Bank; Financial Advisor Josh Miller, CFP®, Assistant Aaron Hayes, and the team at TGSB Financial Services, a division of Table Grove State Bank; Financial Advisor Robbie Minor and the team at Sauk Valley Investment Services, a division of Sauk Valley Bank and Trust; and Financial Advisor Jeff Schumacher, Assistant Natausha Tingle, and the team at Goodfield State Bank Investment Services, a division of Goodfield State Bank. Recipients were chosen based on their demonstrated excellence in the areas of client service and retention; commitment; attitude; and asset gathering.
The 2017 Harvester Award winner is Financial Advisor Tate Hartman, CFP® of Heartland Financial Services, a division of Heartland Credit Union. Tate was chosen because of his commitment to building his business and serving in the best interest of his clients.
“These advisors 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 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 specializing in providing turnkey investment services divisions to community-minded financial institutions. It works with community banks and credit unions throughout the Midwest. Its focus is on growing a non-interest revenue stream for the institution from the investment services division and protecting the institution’s customer or member base from leaving since now it is truly a full-service financial solutions provider.