Banner Investment Services - John Sandstrom
A Washington native with 18 years' experience in the financial services industry, John's goal is to help people at all stages of life and income levels. He is dedicated to helping clients grow and manage their wealth, pursue their financial objectives and prepare for-and experience-a comfortable, secure retirement. John lives in Pullman and serves clients throughout Washington state.
A customized approach:
It all begins with the simple act of listening. Expect John to ask you about your goals and concerns, and answer your questions along the way. And, rest assured that John embodies our philosophy of building trusting, respectful client relationships for the long term.
The path toward your future:
Call John to start the conversation. He will develop a personalized financial strategy for you at no charge. Depending on your needs and situation, his proposals may draw upon a range of options including stocks, bonds, mutual funds, exchange traded funds (ETF) and annuities. We remind clients that investing in securities is subject to risk and may involve loss of principal.
A qualified representative:
Certifications: Financial Industries Regulatory Authority Series 7, North American Securities Administrators Association Series 63, registered through LPL Financial.
State Securities Registrations: Washington, Idaho, Oregon, California and Arizona
Life and Long-Term Care Insurance Licenses: Washington, Idaho, California and Arizona
Membership: National Association of Insurance and Financial Advisors
Areas of focus:
Families and individuals
- Investment planning
- Wealth transfer
- Retirement planning
- Retirement planning
- Business succession planning
- 401(k) plans, Sep IRA's
The financial advisors at Banner Investment Services are registered representatives with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member SIPC | FINRA Insurance products offered through LPL Financial or its licensed affiliate. Insurance products are offered through LPL Financial or its licensed affiliates. Banner Bank and Banner Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with resident of the following states: AK, AZ, CA, CO, DC, FL, HI, IA, ID, KY, MI, MN, MO, MT, ND, NE, NJ, NV, NY, OH, OK, OR, PA, PR, TX, UT, VA, WA, WY