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5901 College Boulevard Suite 110, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2001-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Counselors, Inc. | Kansas City | MO | 11/2000 | Present |
| Midwest Trust Company | Overland Park | KS | 09/1993 | Present |
| Fci Holding Corporation | Kansas City | MO | 11/2000 | Present |
| Blue Ridge Bank And Trust Company | Kansas City | MO | 02/2002 | Present |
FCI HOLDING CORPORATION, 442 WEST 47TH ST., KANSAS CITY, MO 64112. HOLDING COMPANY FOR FINANCIAL COUNSELORS,INC. DIRECTOR. START DATE: 11/2000. APPROXIMATELY 1 HOUR/MONTH DEVOTED TO THIS BUSINESS. MIDWEST TRUST COMPANY 10740 NALL AVENUE, SUITE 100, OVERLAND PARK, KS 66211. TRUST COMPANY CHARTERED UNDER THE LAWS OF THE STATE OF KANSAS. PRESIDENT/CEO/MEMBER OF BOARD. START DATE: 09/1993. APPROXIMATELY 50 HOURS/WEEK DEVOTED TO THIS BUSINESS. BLUE RIDGE BANK & TRUST COMPANY, KANSAS CITY, MO. TRUST OFFICER. START DATE: 02/2002. APPROXIMATELY 1 HOUR/MONTH DEVOTED TO THIS BUSINESS. BRANCH GROWTH ASSOCIATES, AN INVESTMENT CLUB, PARTNER. CUSTODIED AT CHARLES SCHWAB & CO. AND FAHNESTOCK & CO. APPROXIMATELY 1 HOUR/MONTH DEVOTED TO THIS CLUB. BERGMAN FAMILY TREE FARM L.P., REAL ESTATE INVESTMENT, QUINCY ILLINOIS, LIMITED PARTNER, APPROXIMATELY 1/2 HOUR/MONTH DEVOTED TO THIS PARTNERSHIP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-06 |
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