GREEN BELT BANK & TRUST

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
IOWA FALLS, Iowa
CRD number
160583
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Green Belt Bank & Trust operates as a banking organization that also performs advisory activities through the selection of other advisers rather than acting as a primary discretionary manager. The firm functions as a capital allocator within its bank structure, directing client capital to outside managers and pooled products rather than building an extensive in‑house, actively managed platform. Its public profile indicates a conservative, intermediary role—facilitating access to third‑party managers and mutual funds and allocating to real estate strategies when appropriate. The firm is not identified as an active ESG investor and is not characterized as a multi‑state RIA.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • KIRK YUNG

    President, CEOCRD 7297157

  • ERIC STAFF

    Chief Compliance OfficerCRD 6933501

  • HOLLIE BABCOCK

    Chief Financial OfficerCRD 7297156

Contacts

1 of 1
  • JAMES STEPHENSON

    Agency ManagerCRD 6036824

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

IOWA FALLS, IA

HARDIN

Location

IOWA FALLS, IA

Headquartered in IOWA FALLS, IA, in the Midwest of the United States.

Region
Midwest
County
HARDIN
Address
616 Washington Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth