Banker Investment Group

Banker Investment Group (CRD# 109650) is a financial advisory firm headquartered in West Lafayette, IN. They manage $227,810,721 in 873 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1241 Cumberland Avenue, Suite B, West Lafayette, IN 47906
https://www.bankerinvestmentgroup.com/
By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    873
    ACCOUNTS
  • Average Account Value
    $260,952
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IN

Financial Advisors at Banker Investment Group
Showing 1 - 3 of 3 top financial advisors.
1
William Banker, financial advisor West Lafayette IN
William G. Banker
CRD#: 1447515
1241 Cumberland Avenue, Suite B, West Lafayette, IN 47906

William Banker (CRD# 1447515) is an Investment Advisor Representative working at Banker Investment Group in West Lafayette, IN and has over 36 years of experience in the finance industry.

2
Joshua Loggins, financial advisor West Lafayette IN
Joshua M. Loggins
CRD#: 5274836
1241 Cumberland Avenue, Suite B, West Lafayette, IN 47906
Joshua Loggins (CRD# 5274836) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lafayette, IN and has over 8 years of experience in the finance industry.
3
Seth Parker, financial advisor West Lafayette IN
Seth A. Parker
CRD#: 6198929
1241 Cumberland Avenue, Suite B, West Lafayette, IN 47906

Seth Parker (CRD# 6198929) is an Investment Advisor Representative working at Banker Investment Group in West Lafayette, IN and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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