John Banko
John Banko is a registered investment advisor at Silver Oak Securities, INC., based in Parker, CO, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
10118 Quarry Hill Place, Parker, CO, 80134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John sells life insurance, fixed annuities, and long-term care insurance through Trinitas Financial Partners, dedicating about a quarter of his time. He also serves as Chief Financial Officer/Officer/Director for SchoolSAFE, Inc. full-time, and spends about a quarter of his time on tax accounting/financial analysis for small business owners.
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, Incorporated
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Stonebridge Financial Solutions, INC.
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.