Blaine Bancker (CRD# 7186052) is an Investment Advisor Representative working at Capital Investment Services Of America Inc. in Milwaukee, WI and has over 4 years of experience in the finance industry. Blaine Bancker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Investment Services Of America, Inc. | Milwaukee, WI | Jan 2019 - Current | 5 |
| University Of Wisconsin-lacrosse | Lacrosse, WI | Sep 2015 - Dec 2018 | 3 |
| Stevens Point Area Senior High | Stevens Point, WI | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- AZ
- CA
- CO
- FL
- IL
- IA
- LA
- MI
- MN
- NC
- OH
- TX
- WI
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Total Assets Under Management1,035MILLIONS
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Total Number of Accounts870ACCOUNTS
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Average Account Value$1,189,220
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, IA, IL, LA, MI, MN, MO, NC, NY, OH, TX, VA, WA, WI
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