our roots trust services - waukesha state bank fact sheet_v2_a.pdftrust services. prairie financial...

OUR ROOTS • Established in 1944. • Rebranded as Prairie Financial Group (PFG) in 2013. • Naming convention: Prairie Financial Group ® , a division of Waukesha State Bank. • $ 1 billion in combined assets with capital reserves in excess of $ 100 million, making us one of the largest locally owned banks in Wisconsin. • Privately owned, giving us the independence and freedom to do the right thing for the right reason. • Partnering with outside investment advisors for more than 20 years. • Trustee for Wisconsin special needs community trusts for over 20 years. • Regulated by the FDIC and Department of Financial Institutions. • Client relationships in multiple states. TRUST SERVICES Prairie Financial Group is the premier fiduciary administration-focused trust company in Wisconsin. We believe in an experience built on trust, personal service, and generational relationships. Expertise • PFG has an uncommon expertise when it comes to trust. We do not simply administer the laws; we are writing and teaching the laws surrounding trusts. This expertise leads to improved outcomes for our clients. • Our personal trust professionals average more than 20 years of experience and some were involved in the drafting of major trust laws including: Wisconsin Trust Code (WTC), Principal and Income Act, Uniform Prudent Investor Act (UPIA), & Uniform Prudent Management of Institutional Funds Act (UPMIFA). Independent • Independent and local for greater than 70 years and committed to remaining that way. Full Service • Trust Administration, Retirement Plan Services, Financial Planning, & Investment Management. • We value every relationship…large or small. Local Decisions • Ability to talk directly to a decision maker. • Quick turnaround time. Customized Solutions • Our special expertise in trust law leads to improved outcomes. We find solutions to the most difficult trust issues: Non Judicial Settlement Agreements, Decanting and Judicial Modifications. Advisor Friendly • Directed or Delegated investment platform. • Trust accounts, endowments and qualified plans. Specialty Assets • Real estate, closely held business, promissory notes, tangible personal property and life insurance. PO Box 648 Waukesha, WI 53187-0648 Ph: 262.522.7400 | Toll Free: 855.591.2950

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OUR ROOTS

• Established in 1944.

• Rebranded as Prairie Financial Group (PFG) in 2013.

• Naming convention: Prairie Financial Group®, a division of Waukesha State Bank.

• $1 billion in combined assets with capital reserves in excess of $100 million, making us one of the largest locally owned banks in Wisconsin.

• Privately owned, giving us the independence and freedom to do the right thing for the right reason.

• Partnering with outside investment advisors for more than 20 years.

• Trustee for Wisconsin special needs community trusts for over 20 years.

• Regulated by the FDIC and Department of Financial Institutions.

• Client relationships in multiple states.

TRUST SERVICESPrairie Financial Group is the premier fiduciary administration-focused trust company in Wisconsin. We believe in an experience built on trust, personal service, and generational relationships.

Expertise• PFG has an uncommon expertise when it comes to trust. We do not

simply administer the laws; we are writing and teaching the laws surrounding trusts. This expertise leads to improved outcomes for our clients.

• Our personal trust professionals average more than 20 years of experience and some were involved in the drafting of major trust laws including: Wisconsin Trust Code (WTC), Principal and Income Act, Uniform Prudent Investor Act (UPIA), & Uniform Prudent Management of Institutional Funds Act (UPMIFA).

Independent• Independent and local for greater than 70 years and committed to

remaining that way.

Full Service• Trust Administration, Retirement Plan Services, Financial Planning,

& Investment Management.

• We value every relationship…large or small.

Local Decisions• Ability to talk directly to a decision maker.

• Quick turnaround time.

Customized Solutions• Our special expertise in trust law leads to improved outcomes.

We find solutions to the most difficult trust issues: Non Judicial Settlement Agreements, Decanting and Judicial Modifications.

Advisor Friendly• Directed or Delegated investment platform.

• Trust accounts, endowments and qualified plans.

Specialty Assets• Real estate, closely held business, promissory notes, tangible