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Joshua Kenneth Bannerman

BANNERMAN WEALTH MANAGEMENT GROUP, LLC·LEWISVILLE, Texas
SIE, Series 7, Series 24, Series 63CFPClean record19 years registeredBANNERMAN WEALTH MANAGEMENT GROUP, LLC
2560 KING ARTHUR BLVD, LEWISVILLE, TX 75056CRD# 3263257Firm CRD# 284677

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Kenneth Bannerman · LEWISVILLE, TX
Registration
CRD #3263257 · BANNERMAN WEALTH MANAGEMENT GROUP, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

BANNERMAN WEALTH
Jun 2020 – present
BANNERMAN WEALTH
Aug 2016 – Dec 2019
LEWISVILLE, TX
VERIOS ADVISORY GROUP, LLC
May 2011 – Jan 2015
NORTHVILLE, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Nov 2010 – Sep 2016
NORTHVILLE, MI
BREWER INVESTMENT ADVISORS LLC
May 2009 – Nov 2010
CHICAGO, IL
AMERIPRISE FINANCIAL SERVICES, INC.
Jul 2007 – Dec 2008
FARMINGTON HILLS, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · July 18, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BANNERMAN WEALTH MANAGEMENT GROUP, LLC
CRD 284677 · SEC 801-117777
AUM
$111M
Regulatory assets under management
Employees
3
584 client accounts
Services offered by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BANNERMAN WEALTH MANAGEMENT GROUP, LLC →
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05

Frequently Asked Questions

What services does Joshua Kenneth Bannerman offer?
Joshua Kenneth Bannerman specializes in Financial Planning, Investment Management. Contact their office in LEWISVILLE, Texas for a consultation.
What are Joshua Kenneth Bannerman's credentials?
Joshua Kenneth Bannerman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joshua Kenneth Bannerman located?
Joshua Kenneth Bannerman is based in LEWISVILLE, Texas, working with BANNERMAN WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the LEWISVILLE metropolitan area and surrounding communities.
How does Joshua Kenneth Bannerman charge for services?
Joshua Kenneth Bannerman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BANNERMAN WEALTH MANAGEMENT GROUP, LLC?
BANNERMAN WEALTH MANAGEMENT GROUP, LLC has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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