Green Belt Bank & Trust
Firm details
- Headquarters
- Iowa Falls, Iowa
- CRD number
- 160583
- Website
- www.greenbeltbank.bank
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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