Be advised. This firm is no longer registered.

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 - 5 of 5 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
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 24 years of experience in the finance industry.

5
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 19 years of experience in the finance industry.

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