Institutional Services

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For more information on how we can help with a corporate retirement program, contact our team today.

Prepare for Retirement

Institutional Services
Foundation Asset Management	We'll strive to grow what you've worked so hard to establish - Growing your foundation and making sure the assets are utilized to further your mission is our top priority. Our advisors will work hard to develop a personalized investment structure and investment policy that will help you pursue your goals.
Endowment Asset Management	Protect your mission and organization - Your Endowment is in place to ensure your mission and organization continue into the future in perpetuity. We'll create personalized investment objectives and implement an investment policy that aligns with your mission and goals for your organization.
Corporate Cash Management	We'll manage your corporate cash for you - Managing your corporate cash can be a challenge. Our advisors will help evaluate and segregate your assets into short term, medium term, and long term categories to implement an investment policy as to how those cash needs are invested. We have the experience and products to create a strategy for you.
Corporate Retirement Programs	Let our advisors help you and your staff reduce the stress of managing your retirement program - We will provide investment fiduciary services, plan design assistance, employee education, & compliance support services. We partner with well known vendors in the business to utilize technology that will streamline the day-to-day operations of your plan.

This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

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Check the background of our investment professional, Mike Kasecamp, on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. CNB Bank & CNB Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CNB Wealth Advisors, and may also be employees of CNB Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CNB Bank & CNB Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency*

Not Bank Guaranteed*

Not Bank Deposits or Obligations*

May Lose Value*

Important Consumer Information

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

CNB Bank (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

Institutional Services

Prepare for Retirement

Important Consumer Information

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