Bks Investment Services, Inc.

Bks Investment Services, Inc. (CRD# 113550) is a financial advisory firm headquartered in , . They manage $12,100,000 in 102 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $118,627
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.

MO, TX

Financial Advisors at Bks Investment Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Bruce K. Schmidt
CRD#: 1315947
Kansas City, MO
96
Wealthminder
score

Bruce Schmidt (CRD# 1315947) is an Investment Advisor Representative working at Bks Investment Services, Inc. in Kansas City, MO and has over 10 years of experience in the finance industry.

2
Brent M. Weisenborn
CRD#: 1522228
1770 W. Sunset, Springfield, MO 65804
93
Wealthminder
score

Brent Weisenborn (CRD# 1522228) is an Investment Advisor Representative working at Bks Investment Services, Inc. in Springfield, MO and has over 29 years of experience in the finance industry.

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