Institutional & Retirement Services - Thumb Bank

Institutional & Retirement Services

  • Profit Sharing Plans
  • Pension Plans
  • 401(k) Plans
  • Flexible Benefit Plans (Cafeteria Plans)
  • Keogh Plans for the self-employed
  • Traditional IRAs
  • Roth IRAs
  • Coverdell Education Savings Accounts
  • Simple IRAs for small businesses
  • SEPs
  • Cash Management Portfolios

Financial Consultants


As a client of Thumb Bank & Trust, you have access to one of our knowledgeable LPL* Financial Advisors, available through LPL Financial (LPL).

Thumb Investment Services

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. Thumb Bank & Trust and Thumb Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Thumb Investment Services, and may also be employees of Thumb Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Thumb Bank & Trust or Thumb Investment Services. 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 


Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Thumb Bank & Trust ("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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.


For additional information, please visit www.lpl.com/CRS.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.