Banner Investment Services
Personal and Business Solutions
Banner Investment Services can help you take the next step toward financial success.
Check the background of investment professionals associated with this site on BrokerCheck® by FINRA
Meeting our clients' diverse financial planning and investment needs is our number one priority. Our knowledgeable LPL registered Advisors are dedicated to helping you seek to grow and protect your earnings through objective and comprehensive investment strategies.
Our advisors focus on developing long-term, consultative relationships to help you pursue financial stability and independence.
We offer access to a broad range of products and services to assist with retirement planning, income generation, tax reduction strategies, wealth transfer and college education funding. Our advisors are associated with LPL Financial, one of the nation’s leading suppliers of Broker/Dealer services to Banks and Credit Unions. By providing access to comprehensive services, products and training along with industry-leading technology, LPL gives us the tools to build and maintain wealth for our valuable clients like you.
Work with one of our dedicated advisors:
Located in Hillsboro, OR, Damon provides investment services in Oregon and Southwest Washington.
Located in Kent, WA, Nicholas provides investment services in the greater-Seattle area and throughout Western Washington.
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. Banner Bank and Banner Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Investment Services, and may also be employees of Banner Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banner Bank or Banner Investment Services. Securities and insurance products 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
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
To contact LPL about rights you may possess under the California Consumer Privacy Act, click here.
Banner Bank ("Financial Institution") 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 LPL Financial for more detailed information.