Country Capital Management Company

Broker-DealerFINRA MemberEst. 1965
Total AUM
—
Advisory reps
861
Avg account
$0

Firm details

Headquarters
Bloomington, Illinois
CRD number
12060
Registered since
December 16, 1965

Firm profile

FINTRX

Overview

Country Capital Management Company is organized as a corporation and has been SEC-registered since 1965. Ownership is listed as a combination of a domestic entity and an individual, and the firm's classification in the available profile is "unclassified." The public record does not provide a breakdown of the firm's business lines, client segments, fee schedules, or advisory services. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Those negative designations are the clearest pieces of operational information available in the profile; beyond them, there is little disclosure about investment strategy, client types, or service offerings.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 10
  • Jason Wahlberg

    Jason Wahlberg

    President, CEOCRD 5142963

  • Robbie Godfrey

    Agency Training InstructorCRD 5663568

  • Geoffrey Darmstaedter

    Geoffrey Darmstaedter

    Broker/Dealer Chief Compliance OfficeCRD 5709185

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Contacts

3 of 851
  • Alyssa Burkhalter

    Alyssa Burkhalter

    SupervisorCRD 7196431

  • Kristen Weschler

    Kristen Weschler

    Financial AdvisorCRD 6824797

  • Emma Thompson

    Emma Thompson

    Insurance and Financial AdvisorCRD 6859070

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Bloomington, IL

Mclean

Location

Bloomington, IL

Headquartered in Bloomington, IL, anchoring the Bloomington-Pontiac, IL metro in the Midwest.

Metro area
Bloomington-Pontiac, IL
Region
Midwest
County
Mclean
Address
1701 Towanda Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth