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 18 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 16 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 24 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 23 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 18 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 10 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 3 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 32 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 20 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.