BB
BB

Barrett H Banister

1 Year of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
120 advisors
Number of Clients
12,424 clients
Average Client Portfolio
$438K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

6800 College Blvd, Ste. 630, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Barrett provides administrative support to Mariner Independent Advisor Network, LLC and investment advisory services through WCG Wealth Advisors, LLC. These activities are investment-related and each take up a full-time commitment.

Employment History
Current Registrations
The Wealth Consulting Group
February 2024 - Present · 2 yrs
LPL Financial LLCBroker
December 2023 - Present · 2 yrs 2 mos
State Registrations4 states
ARCOKSMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Barrett H Banister - Financial Advisor | TrueAdvisor