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Paul R Bankes

Paul R. Bankes

Some features on this profile are disabled
CRD#: 6479113
Paul R Bankes

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul R Bankes, CFP®, who also goes by Paul Ryan Bankes, was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 2015. Paul had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Insurance Planning
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
No

Aliases

Paul Ryan Bankes

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 11/09/2017 - EDUCATIONAL CONSULTANT/ TEACHING/ 10%/ LOVELAND, CO 2. 11/09/2017 - SWAN RANCH PROPERTY LLC/ OUTSIDE, W-2 EMPLOYMENT/ 1%/ LOVELAND, CO 3. 11/09/2017 - WEALTH MANAGEMENT GROUP, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 66%/ FORT COLLINS, CO. 4. 10/24/2018 - Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 12/1/2017 - 4 Hours Per Month/0 Hours During Securities Trading - Time Spent 10% - I provide financial planning and consulting services through Wealth Management Group LLC, an independent investment advisor firm. I started this business activity in 12/2017. I expect to spend approximately 4 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 5. 5/20/2020 - Carol J McMurry QTIP Marital Trust - Investment Related - Home Based - Act in a Fiduciary Capacity - Co-Trustee - Started 05/01/2020 - 20 Hours Per Month/5 Hours During Securities Trading. 6. 11/15/2021 - McMurry Spieles Limited Partnership - Investment Related - Home Based - Other- Rep's Business - Start Date: 08/14/2020 - 15 Hours Per Month/2 Hours During Securities Trading - General Partner and Manager. 7. 01/12/2023 - No Business Name - Investment Related - Home Based - Real Estate Rental - Start Date - 10/01/2021 - 0 Hours Per Month/0 Hours During Securities Trading

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Past

July 23, 2019 - December 22, 2021

WEALTH MANAGEMENT GROUP, LLC

RIA
CRD#: 173629
Fort Collins, CO
Past

May 25, 2018 - December 31, 2018

WEALTH MANAGEMENT GROUP, LLC

RIA
CRD#: 173629
Fort Collins, CO
Past

November 9, 2017 - January 16, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHEYENNE, WY
Past

November 9, 2017 - January 16, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
CHEYENNE, WY
Past

August 14, 2015 - November 30, 2017

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
FORT COLLINS, CO
Past

June 9, 2015 - November 30, 2017

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
FORT COLLINS, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/9/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/9/2015
General Securities Representative Examination

Current Firm

WM
WEALTH MANAGEMENT GROUP, LLC
WEALTH MANAGEMENT GROUP, LLC

CRD#: 173629 / SEC#: 801-80749

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Contact information

Main Address
515 N. Main Street, Rice Lake, WI 54868
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTH MANAGEMENT GROUP, LLC

CRD#: 173629

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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