Bankers Wealth Management

www.bankerswealthmanagement.com

Bankers’ Bank was founded to help banks with one thought in mind. “Always your partner, never your competitor” Choosing a partner to help support your wealth management program is about being proactive, innovative and responsive. Bankers’ Wealth Management provides your bank multiple options to serve the wealth management needs of your customers. Efficient and effective wealth management platforms strengthen relationships and attract new business to your bank. We are focused on building wealth management resources banks will utilize to grow and deepen customer relationships. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member SIPC) www.sipc.org. Insurance products are offered through LPL or its licensed affiliates. Bankers' Bank and Bankers' Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bankers' Wealth Management, and may also be employees of Bankers' Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bankers' Bank or Bankers' Wealth Management. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. LPL Financial advisors associated with this page may only discuss and/or transact securities business with residents of the following states: IA, IL, IN, WI

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Bankers’ Bank was founded to help banks with one thought in mind. “Always your partner, never your competitor” Choosing a partner to help support your wealth management program is about being proactive, innovative and responsive. Bankers’ Wealth Management provides your bank multiple options to serve the wealth management needs of your customers. Efficient and effective wealth management platforms strengthen relationships and attract new business to your bank. We are focused on building wealth management resources banks will utilize to grow and deepen customer relationships. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member SIPC) www.sipc.org. Insurance products are offered through LPL or its licensed affiliates. Bankers' Bank and Bankers' Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bankers' Wealth Management, and may also be employees of Bankers' Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bankers' Bank or Bankers' Wealth Management. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. LPL Financial advisors associated with this page may only discuss and/or transact securities business with residents of the following states: IA, IL, IN, WI

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Country

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State

Wisconsin

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City (Headquarters)

Madison

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Industry

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Founded

1981

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Social

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Potential Decision Makers

  • Senior Financial Consultant

    Email ****** @****.com
    Phone (***) ****-****

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