Broker Check

Bankers’ Wealth Partner Strategies (BWPS) is a wealth management program that embraces the financial planning process to help your community bank pursue this goal.

  • Keep top customers at your bank to receive wealth management services.
  • The customer will meet by appointment with a CERTIFIED FINANCIAL PLANNER™.
  • The customer receives a financial plan that is focused on their best interest.
  • Since we are always your partner and never your competitor, the clients that become part of the investment program remain your investment clients.
  • Contracted banks receive non‐interest income.
PARTNERSHIP

PARTNERSHIP


Community banks are looking for a wealth management solution to:

  • Strengthen the customer relationship
  • Work in the customer’s best interest
  • Preserve and grow the deposits of the bank
  • Increase non‐interest income

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Bankers’ Bank and Bankers’ Wealth Partner Strategies are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bankers’ Wealth Partner Strategies, 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 Partner Strategies.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

Have a question? We're ready to help.

Thank you!
Oops!