Bankers Trust

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Today: Closed

Tomorrow: 8:00 am - 5:00 pm

107 Years

in Business

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Regular Hours

Mon - Fri:	8:00 am - 5:00 pm
Sat - Sun	Closed

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General Info

Bankers Trust is driven by an unwavering commitment to the financial success of our customers and communities. As Iowas largest family-owned financial institution, we proudly serve the banking, lending and wealth management needs of individuals, businesses and institutions within our communities. Headquartered in Des Moines, we have 11 banking locations in the metro area and offices in Ames, Cedar Rapids, Omaha, Phoenix and Sioux Falls. The banks assets total more than $6 billion, and our wealth management division is responsible for nearly $20 billion in assets under administration. We are committed to making a positive difference in the communities we serve. Our team members volunteer more than 12,000 hours each year, and the bank annually donates $1 million to more than 200 nonprofit organizations and events in our communities. Member FDIC. Visit BankersTrust.com to learn more.

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Services/Products

Skywalk, Branches, Retirement Services, Financial Planning, BTC.

Brands

visa

Payment method

mastercard, cash, discover, visa

Languages

Spanish

Accreditation

FDIC Insured

Equal Housing Lender

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Categories

Credit Unions, Banks, Investments, Mortgages

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Bankers Trust

Charitable Giving
Bankers Trust strongly believes in supporting organizations that strengthen the communities we serve. We give more than $1 million annually in charitable contributions. Adding to this, Bankers Trust employees volunteer more than 13,000 hours of service each year.
Roth IRA
Build on your retirement savings with a Bankers Trust individual retirement account (IRA). With Traditional and Roth IRA options, these accounts also offer a variety of savings and security features. Learn More
Income Tax
A Health Savings Account (HSA) is a medical savings account available to taxpayers who are enrolled in a high-deductible health plan (HDHP). You control this money, not your employer or insurance company, and can use it on health care expenses. Another benefit is the funds in this account are not subject to federal income tax when they are deposited.

Investment Management
Founded in 2003, registered investment advisor BTC Capital Management provides portfolio management and advisory services to a variety of institutional and high-net-worth clients. Our solutions range from discretionary asset management to independent investment consulting and advisory services. The firm is built on principles of treating clients as privileged guests and maintaining the highest degree of integrity in everything we do. Learn More
Mutual Funds
With this approach, BTC Financial Services has helped customers invest more than $165 million through assets including stocks, corporate bonds, municipal bonds, government bonds, mutual funds, ETFs (Exchange Traded Funds), REITs (Real Estate Investment Trusts) and annuities. Our track record of success is reinforced by the longevity of our client relationships, and we are honored to help many families plan for such a significant part of their lives.
Bonds
Wealth Management
As Iowa’s largest privately owned bank, Bankers Trust serves the personal and business banking, lending and wealth management needs of our community. Headquartered in Des Moines, Iowa, we serve Central Iowa, Eastern Iowa, and Phoenix, Ariz., and we have offices in Omaha, Neb., and Sioux Falls, S.D. Learn more about our company, history and culture in the pages below.

Accounting Services

Financial Planning
From comprehensive financial planning to fiduciary services, Bankers Trust offers expertise, attention and trust in every client relationship. We are committed to helping families and individuals meet their financial goals, whether in planning for education and retirement or managing investments and trusts. We go above and beyond to serve our customers every day, and our expertise and customized solutions sets us apart.
Retirement Planning
When it comes to investment and retirement planning, we understand that customers are coming to us with a lifetime of their hard work and savings. Our goal is to help clients find investment options that will give them peace of mind so they’re able to enjoy the things that matter most in retirement – spending time with family and friends and enjoying warm vacations in the winter! That’s why we take all clients through a four-step process, which includes...
Annuities
Tony joined Bankers Trust in May 2022 and has more than 14 years of experience in the financial services industry. He is committed to serving as a trusted financial professional to his clients. Tony follows the BTC Financial Services process, which has resulted in customers investing over $43 million in client assets through him as of July 2022, including stocks, preferred stocks, bonds, mutual funds, Exchange Traded Funds (ETFs) and annuities. He graduated from St. Ambrose University with a degree in general business. He maintains his FINRA Series 6, Series 7 and NASAA 63, as well as his Life and Health Insurance licenses.
Asset Management
College Funding
In addition, they offer multiple scholarship opportunities and free college planning tools to help students and families avoid overborrowing and plan smart for life during and after college.

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