# TS BANK

TS BANK of TREYNOR, IA is an SEC-registered investment adviser.

## Registration

- CRD: 314571
- Type: SEC-registered investment adviser
- SEC file number: 801-121322
- Location: 15 E MAIN ST., TREYNOR, IA, 51575
- Phone: (800) 991-5195
- Latest filing: 2025-03-31
- Regulatory AUM: $86.3M
- Discretionary AUM: $83.6M
- Non-discretionary AUM: $2.7M
- Clients: 3
- Accounts: 320

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Edwin Forristall | PRESIDENT | — |
| Jay Nelsen Myers | INVESTMENT/CHIEF COMPLIANCE OFFICER | Treynor, IA |
| Brett Alan Werner | CHIEF INVESTMENT OFFICER | — |
| Josh Michael Guttau | TRUSTEE | — |
| Heidi Ann Guttau-Fox | TRUSTEE | — |
| CALLAHAN WILLIAM ALAN | PRESIDENT | — |
| CERVEN ALLISON NICOLE | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER; OPERATIONS OFFICER | — |
| BRAUER REUBEN J | DIRECTOR; VICE PRESIDENT, FINANCIAL PLANNING | — |
| FORRISTALL KEVIN EDWIN | DIRECTOR; PRESIDENT | — |
| MYERS JAY NELSEN | INVESTMENT/CHIEF COMPLIANCE OFFICER; INVESTMENT OFFICER, COMPLIANCE OFFICER, VICE PRESIDENT | — |
| WERNER BRETT ALAN | CHIEF INVESTMENT OFFICER | — |
| GUTTAU JOSH MICHAEL | TRUSTEE | — |
| GUTTAU-FOX HEIDI ANN | TRUSTEE | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-08-20 | regulatory | ON SEPTEMBER 9, 2024, CALLAHAN FINANCIAL PLANNING ENTERED INTO AN OFFER OF SETTLEMENT WITH THE SEC, WITHOUT ADMITTING OR DENYING THE FINDINGS, THAT IT FAILED TO COMPLY WITH ADVISERS ACT RULE 206(4)-1 (THE "MARKETING RULE") AND SECTION 206(4). BETWEEN NOVEMBER 4, 2022 AND JUNE 20, 2024, THERE WERE IN… | Final | $85K |


## Branch offices (8)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| TREYNOR | IA | 2 | (800) 991-5195 |
| TREYNOR | IA | 2 | (800) 991-5195 |
| — | — | 1 | (402) 341-2000 |
| — | — | 1 | (402) 341-2000 |
| — | — | 1 | (402) 341-2000 |
| — | — | 1 | (402) 341-2000 |
| — | — | 1 | (402) 341-2000 |
| — | — | 1 | (402) 341-2000 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314571/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314571/similar
- Related entities: https://search.stillhousedata.com/firm/314571/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314571

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.