Banker Investment Group

Banker Investment Group (CRD# 109650) is a financial advisory firm headquartered in West Lafayette, IN. They manage $124,875,680 in 423 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1241 Cumberland Avenue, Suite B, West Lafayette, IN 47906
http://bankerinvestmentgroup.com
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    423
    ACCOUNTS
  • Average Account Value
    $295,214
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

IN

Financial Advisors at Banker Investment Group
Showing 1 - 2 of 2 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
93
Wealthminder
score

William Banker (CRD# 1447515) is an Investment Advisor Representative working at Banker Investment Group in West Lafayette, IN and has over 31 years of experience in the finance industry.

2
William Banker, financial advisor West Lafayette IN
William B. Banker
CRD#: 6394599
1241 Cumberland Avenue, Suite B, West Lafayette, IN 47906
88
Wealthminder
score

William Banker (CRD# 6394599) is an Investment Advisor Representative working at Banker Investment Group in West Lafayette, IN and has over 2 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 The information may be inaccurate, incomplete or outdated.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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals