Bankers & Investors Company

Bankers & Investors Company (CRD# 6874) is a financial advisory firm headquartered in Kansas City, KS. They manage $4,112,070 in 64 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $64,251
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

KS, LA, MO, OK

Financial Advisors at Bankers & Investors Company
Showing 1 - 10 of 10 top financial advisors.
1
David M. Haik
CRD#: 2559633
1300 N. 78th St, Kansas City, KS 66112
100
Wealthminder
score
David Haik (CRD# 2559633) is an Investment Advisor Representative working at Bankers & Investors Company in Kansas City, KS and has over 21 years of experience in the finance industry.
2
Joseph L. Bartkoski
CRD#: 2171572
1300 N. 78th Street, Suite G-3, Kansas City, KS 66112
93
Wealthminder
score

Joseph Bartkoski (CRD# 2171572) is an Investment Advisor Representative working at Bankers & Investors Company in Kansas City, KS and has over 17 years of experience in the finance industry.

3
Frederic W. Danforth
CRD#: 4250448
839 Sw 34th Terrace, Lees Summit, MO 64082
93
Wealthminder
score

Frederic Danforth (CRD# 4250448) is an Investment Advisor Representative working at Bankers & Investors Company in Lees Summit, MO and has over 15 years of experience in the finance industry.

4
Jerrod L. Foresman
CRD#: 2045890
5115 Roe Boulevard, Roeland Park, KS 66205
93
Wealthminder
score

Jerrod Foresman (CRD# 2045890) is an Investment Advisor Representative working at Bankers & Investors Company in Roeland Park, KS and has over 23 years of experience in the finance industry.

5
Terrell E. Nickelson
CRD#: 2451946
7500 West 95th Street, Overland Park, KS 66212
93
Wealthminder
score

Terrell Nickelson (CRD# 2451946) is an Investment Advisor Representative working at Bankers & Investors Company in Overland Park, KS and has over 22 years of experience in the finance industry.

6
Dennis A. Shields
CRD#: 3195907
1300 N. 78th Street, Suite G-3, Kansas City, KS 66112
93
Wealthminder
score

Dennis Shields (CRD# 3195907) is an Investment Advisor Representative working at Bankers & Investors Company in Kansas City, KS and has over 17 years of experience in the finance industry.

7
David W. Stangohr
CRD#: 2504954
7500 West 95th Street, Overland Park, KS 66212
93
Wealthminder
score

David Stangohr (CRD# 2504954) is an Investment Advisor Representative working at Bankers & Investors Company in Overland Park, KS and has over 9 years of experience in the finance industry.

8
Shaymond A. Janes
CRD#: 6288930
1300 N. 78th Street, Suite G3, Kansas City, KS 66112
89
Wealthminder
score

Shaymond Janes (CRD# 6288930) is an Investment Advisor Representative working at Bankers & Investors Company in Kansas City, KS and has over 2 years of experience in the finance industry.

9
John M. Nauman
CRD#: 501190
13379 S. Blackbob, Olathe, KS 66062
83
Wealthminder
score

John Nauman (CRD# 501190) is an Investment Advisor Representative working at Bankers & Investors Company in Olathe, KS and has over 31 years of experience in the finance industry.

10
Kelly J. Goodburn
CRD#: 2838694
3201 Strong Avenue, Kansas City, KS 66106
73
Wealthminder
score

Kelly Goodburn (CRD# 2838694) is an Investment Advisor Representative working at Bankers & Investors Company in Kansas City, KS and has over 19 years of experience in the finance industry.

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