Kent Banner

Current Employers

Employment History

• 06/2006 → 12/2017
  Prefered Construction Llc.
  Blackfoot, ID
• 11/2009 → Present
  Wfgia
  Blackfoot, ID
• 01/2005 → Present
  Hobbs Holding, Llc
  Blackfoot, ID
• 01/2011 → 12/2019
  Kbbm Properties, Lllp
  Blackfoot, ID
• 01/2012 → Present
  Transamerica Financial Advisors
  Blackfoot, ID
• 01/2018 → Present
  Kent Banner Accounting Services
  Blackfoot, ID
• 06/2019 → Present
  Netlaw
  Louisville, KY
• 11/2019 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 03/2020 → Present
  Kent Banner - Book Sales
  Blackfoot, ID
• 01/2020 → Present
  Banner Properties Llc
  Blackfoot, ID
• 03/2021 → Present
  Legacy Shield
  Ponte Vedra, FL
• 01/2010 → Present
  Wfg Direct
  Blackfoot, ID
• 03/2018 → Present
  Managed Wealth Financial
  Blackfoot, ID
• 03/2020 → Present
  Wealthwave
  Blackfoot, ID
• 08/2023 → Present
  Lspn Pro Llc
  Lindon, UT

Previous Registrations

• 2010-08-19 → 2012-01-06
  Investment Advisors International, Inc.
  Idaho Falls, ID

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Managed Wealth Financial | Marketing | co-brand company | yes - investment related | 03/2018 | Blackfoot ID Wealthwave | Marketing | yes investment related | 3/2020 | Blackfoot, ID | co-brand company LSPN Pro LLC | referring associate | Provide bundled professional services with emphasis on estate planning services | not investment related | 8/2023 | Lindon, UT Legacy Shield / 0321-Present / Investment Related: No / 100 Executive Way, 105 Ponte Vedra, FL 32082/ Referral Agent / Estate Planning / Hrs Work Monthly: 4 / Sec Trading Hrs: 0 / I will refer clients and prospective clients that need help with their estate plans to this OBA Kent Banner - Book Sales / 032020-Present / Investment Related: No / 423 N 150 W Blackfoot, ID 83221/Self Employed /Book Sales/ Hrs Work Monthly: 5 / Sec Trading Hrs: 1 / I will sell the How Money Works book to fair goers at our Wealth Wave Booth at the Spring Fair in Pocatello, Idaho and at the Eastern Fair in Blackfoot, Idaho. Heartland Institute of Financial Education / 1119-Present / Investment Related: No /8301 East Prentice Ave. Ste. 312 Greenwood Village, CO 80111 / Financial Educator / Market financial education services to companies for their employees and conduct financial education workshops for their employees / Hrs Work Monthly: 5 / Sec Trading Hrs: 0 / Promote financial education for company employees and conduct financial workshops for them. Netlaw; Investment Related/No; 12910 Shelbyville Rd Suite 124 Louisville, KY 40243; 06/2019; Referrer; Monthly hours 2; hours during securities trading 0; I would refer clients to this OBA that have a need for estate planning, such as wills and trusts Kent Banner Accounting Services/ 0118-present/ Investment Related: No/423 N. 150 W Blackfoot, ID 83221/ Accountant/ Accounting services such as reviewing their books and records and advising them on how to keep track of their records and improve. / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / these services, if provided, will be infrequent. I will not advertise or actively seek work for this OBA. Hobbs Holding LLC/0105-Present/ Investment Related: No/423 N. 150 W Blackfoot, ID 83221/ Member/Real Estate Holding company/Hrs Work Monthly: 0 / Sec Trading Hrs: 0 /I have a vote on decisions related to this OBA. I help manage the operations of this OBA. BANNER PROPERTIES LLC / INVESTMENT PROPERTIES: NO / 423 N 150 W, BLACKFOOT ID 83221 / RENTAL PROPERTY - OWNER OF THE PROPERTY, MANAGE OPERATIONS WITH INDEPENDENT PROPERTY MANAGEMENT COMPANY; RECEIVE K-1 FOR TAX PURPOSES; NEW LEASE, MAINTENANCE, AND COLLECTING RENTS / APPROVED WITH RESTRICTIONS LSPN PRO LLC POSITION: Referring Associate NATURE: Provide bundled professional services with emphasis on estate planning services. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/14/2023 ADDRESS: 100 N. State Street, Lindon UT 84042, United States DESCRIPTION: When I have have customers or prospective customer who need to create and estate plan, I will refer them to LSPN PRO LLC and their website. LSPN PRO LLC has online estate planning software and attorneys that will help these people develop their estate plan.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-09
• S63 Uniform Securities Agent State Law Examination
  2010-05-26