Banner Wealth and Investment Services - Erik Shotwell

Personal philosophy

Erik earned a degree in business administration from the University of Montana and soon after became a financial advisor in 2002. To ensure that he practices at the highest standard of excellence for his clients, he became a Certified Financial Planner. 

He enjoys assisting people of diverse socio-economic and cultural backgrounds and believes everyone deserves the opportunity to build a financial plan with a knowledgeable advisor. He takes joy in helping people understand the strategies and steps they can take in defining and pursing their goals.

A customized approach

Always working to enhance his own communication skills, Erik blends technical expertise with his personable nature to put people at ease when discussing financial matters. He often uses stories to provide context and information in ways that make sense for individual clients and their situation. By setting a calm tone, Erik makes it easier for people look at their personal financial picture and set priorities for today and into the future.

A qualified advisor

• Certifications: FINRA Series 6, 7, 63 and 66, registered through LPL Financial
• Idaho Life, Health and Disability Insurance License #8971065
  
  

Areas of focus

• Retirement planning
• Wealth management
• Pension, trust and estate planning
• Tax strategies
• Business succession planning

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 Wealth and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Wealth and 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 Wealth and 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.

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 see the LPL Financial Form CRS and visit LPL Financial for more detailed information.