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 FDIC or Any

Other Government Agency

Not Bank

Guaranteed

Not Bank

Deposits or Obligations

May Lose

Value


Bankers' Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.  Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html 

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