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Banks Bentley Wilson

1 Year of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$292K average
Assets Under Management
$871.4M

Fee Structure

Minimum Investment:$25K
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Location

6550 Sprint Parkway, Leawood, KS, 66251

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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 ActivitiesSells Insurance

Banks works as a fixed insurance agent since January 2024, soliciting insurance. This activity takes a few hours per week and accounts for 20% of his total yearly compensation.

Employment History
Current Registrations
49 Financial
March 2024 - Present · 1 yr 11 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.