AdvisorOS Directory
Claim Profile
Unclaimed Profile
JB

Joshua Kenneth Bannerman

BANNERMAN WEALTH MANAGEMENT GROUP, LLC·LEWISVILLE, Texas
Clean recordBANNERMAN 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joshua Kenneth Bannerman is a registered financial advisor based in LEWISVILLE, Texas, affiliated with BANNERMAN WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Joshua

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joshua is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
BANNERMAN WEALTH MANAGEMENT GROUP, LLC
BANNERMAN WEALTH
AUM
$111M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BANNERMAN WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3263257
Firm CRD# 284677
View on FINRA BrokerCheck →

Looking for a financial advisor in LEWISVILLE?

Browse all registered financial advisors in LEWISVILLE, Texas or claim this profile if it's yours.

Browse LEWISVILLE AdvisorsAre you this advisor? Claim profile
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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in LEWISVILLE, Texas

Justin C Bright
BRIGHT WEALTH MANAGEMENT, LLC·LEWISVILLE, TX
Harvey R Bright
BRIGHT WEALTH MANAGEMENT, LLC·LEWISVILLE, TX
Paul L Thibodeaux
BRIGHT WEALTH MANAGEMENT, LLC·LEWISVILLE, TX
Virginia Bright Koons
BRIGHT WEALTH MANAGEMENT, LLC·LEWISVILLE, TX
Franklin James Parker
FRANKLIN PARKER FINANCIAL, LLC·LEWISVILLE, TX
Mary Katherine Bearden
BRIGHT WEALTH MANAGEMENT, LLC·LEWISVILLE, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile