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National Advisors Trust, FSB - Supporting Trusted Advisors - Providing Superior Trust Services

Plan / Participant login. With National Advisors Trust your assets are protected by a federally-chartered trust company. Founded by a nationwide group of independent financial advisors. National Advisors Trust understands, respects and supports the advisor client relationship.

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National Advisors Trust Company, FSB

10881 ●●●●●●Avenue

Over●●●●Park , KS, 66210

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National Advisors Trust Company, FSB

National Advisors Trust Company, FSB

10881 ●●●●●●Avenue

Over●●●●Park , KS, 66210

US

1.91●●●●8159
1.91●●●●0798
te●●●●●●●●@NATIONALADVISORSTRUST.COM

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National Advisors Trust, FSB - Supporting Trusted Advisors - Providing Superior Trust Services | nationaladvisorstrust.com Reviews

https://nationaladvisorstrust.com

Plan / Participant login. With National Advisors Trust your assets are protected by a federally-chartered trust company. Founded by a nationwide group of independent financial advisors. National Advisors Trust understands, respects and supports the advisor client relationship.

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If you are accessing AdvisorDesk for the first time on this computer please run AdvisorDesk Setup. If you are not a client of National Advisors Trust, please visit our public site at www.nationaladvisorstrust.com. This site supports Internet Explorer versions 7-9, in 1280 x 1024 resolution. If you are experiencing any issues accessing AdvisorDesk, please contact Client Services at (877) 527-3476.

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National Advisors Trust, FSB - Supporting Trusted Advisors - Providing Superior Trust Services

http://www.nationaladvisorstrust.com/trustservices.php

Plan / Participant login. Can play an important role in your wealth management plans. Your trusted advisor can tap into a variety of accounts and services through National Advisors Trust that help you as your needs change over time. Role of the Beneficiary, Trustee and Investment Advisor. Revocable Trust (Living Trust). Charitable Trust or Private Foundation. Irrevocable Life Insurance Trust (ILIT). Qualified Terminable Interest Property (QTIP). Qualified Terminable Interest Property (QTIP):. A Charitabl...

2

National Advisors Trust, FSB - Supporting Trusted Advisors - Providing Superior Trust Services

http://www.nationaladvisorstrust.com/directors.php

Plan / Participant login. Board of Directors List. To View details of board members, click on the more details link. Robert S. Kaspar. Chairman of the Board. The Windsor Group, Ltd. New England Capital Financial Advisors, LLC. Chief Executive Officer and Chief Investment Officer. Brouwer and Janachowski, LLC. Keats/Connelly and Associates, Inc. Sandra L. Nesbit. President and Senior Financial Planner.

3

National Advisors Trust, FSB - Supporting Trusted Advisors - Providing Superior Trust Services

http://www.nationaladvisorstrust.com/about.php

Plan / Participant login. National Advisors Trust sets the standard of excellence in trust and custodial services. The mission of National Advisors Trust Company, FSB is clear:. To support trusted advisors and their clients with. Independent, objective trust and custodial services. Clients of National Advisors Trust are assured they will receive responsive service and attention to detail while maintaining their trusted relationship and wealth management strategy built with their financial advisor. As an ...

4

National Advisors Trust, FSB - Supporting Trusted Advisors - Providing Superior Trust Services

http://www.nationaladvisorstrust.com/Bankingservices.php

Plan / Participant login. BANKING and LENDING SERVICES. National Advisors Concierge Services offers banking and lending services to trusted advisor clients through the company’s partnerships with TriState Capital and The Bancorp Bank. TriState Capital’s Private. Bank partners with registered investment advisors, wealth management firms, trust companies, broker-dealers and family offices nationwide to provide lending and deposit solutions to high- net-worth individuals. Private Bank Lending Solutions.

5

National Advisors Trust, FSB - Supporting Trusted Advisors - Providing Superior Trust Services

http://www.nationaladvisorstrust.com/retirementservices.php

Plan / Participant login. Through the shareholder advisory firms of National Advisors Trust, you are able to take advantage of a wide selection of retirement accounts and services to help you plan for and manage your assets in retirement. IRAs - Custodian or Trustee. 401(k) - Daily Valuation Platform. Roth 401(k) inside a 401(k). Contact your trusted advisor for more details on these and other account services.

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foundationsource.com foundationsource.com

Strategic Alliances - Foundation Source

http://www.foundationsource.com/about-us/strategic-alliances

When it comes to their clients’ philanthropy, these trusted advisors trust Foundation Source. Below are a few of the firms we work closely with on an ongoing basis. We also work with hundreds of other firms where the relationship is less formal, and we are pleased to work with any advisor who seeks to provide his or her clients with high caliber private foundation services. News & Press Releases. Let's Start a Conversation. Send us an Email. Latest News and Press Releases. Let's Start a Conversation.

parsecfinancial.com parsecfinancial.com

Parsec Financial | Wealth Management, Financial Advisor, Financial Planning

http://www.parsecfinancial.com/resources.html

Define your goals; Get on track to achieve them. Following are links to Charles Schwab, Fidelity Investments and T.D. Ameritrade,. The three custodians at which the majority of our client assets are held. ADV Brochure, Part 2A. Schwab: www.schwaballiance.com. Fidelity: www.fidelityaccountview.com. TD Ameritrade: www.advisorclient.com. Web design: Firefly Design Studio. Parsec Financial, Inc.

marketcounsel.com marketcounsel.com

MarketCounsel | The Adviser's Advisor - Prior Forums

http://marketcounsel.com/prior-forums

Results of the Fiduciary Impact Survey Not Making the Grade. PAM Breakfast Briefing: Powering Independence. November 13, 2012. New York, NY. National Advisors Trust Tech/Ops Workshop. Overland Park, KS. Gemini Orion Advisor Forum. September 19-21, 2012. MarketCounsel 2012 Member Summit. September 12-14, 2012. M Resort, Las Vegas, NV. August 8, 2012. National Advisor Trust Compliance Webinar. July 25, 2012. Pinnacle Advisor Symposium Series Webinar. June 19, 2012. June 6-8, 2012. May 23-25, 2012.

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Plan / Participant login. With National Advisors Trust your assets are protected by a federally-chartered trust company. Founded by a nationwide group of independent financial advisors. National Advisors Trust understands, respects and supports the advisor client relationship.

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