David Bankston Sr.
Advisor at RWC for Life
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
RWC for Life
Location
Naperville, IL 60563
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
About
David Bankston is a CFP® with 26 years of industry experience. He is currently with RWC for Life and has held roles at Simplicity Wealth, LLC, FSC Securities Corp, and has operated Bankston Wealth Management, Inc. since 1999. In addition to his advisory work, he manages an accounting firm, David A Bankston CPA, LLC. RWC for Life provides comprehensive financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and corporate entities. The firm offers customized and model portfolios with regular reviews, serving about 97 client relationships and managing approximately $30.2 million in assets.
Client services
Based on RWC for Life
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on RWC for Life
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Fee options
$500 to $10,000 for comprehensive financial planning services, fixed fee
0.10% to 2.00% annually (negotiable)
$250 per hour for consulting services
Location
2020 Calamos Court, Suite 200
Naperville, IL 60563
Most active in
David B has reported serving >5 clients in these states in the last 12 months.
Florida · Illinois
Work history
RETIRE WITH CONFIDENCE FOR LIFE dba RWC FOR LIFE
2022 - Present (4 years)
Simplicity Wealth, LLC
2020 - 2022 (2 years)
Fsc Securities Corp
2016 - 2018 (2 years)
Bankston Wealth Management, Inc. Fka Bankston Financial Group
1999 - Present (27 years)
David A Bankston Cpa, Llc
1990 - Present (36 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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