Login   Join Now  
 

George B. Barankovich, CKA®

President and Owner
Barankovich Financial Services

Areas of Concentration

Cash Management and Budgeting, Investment Management, Planning for Owners of Closely-Held Businesses, Retirement Planning, Wealth Transfer, Employee and Employer Plan Benefits, Estate Planning, Asset Allocation, Business Succession Planning, Investment Planning, Legacy Planning, Life Planning, Long-Term Care, Planning for Couples, Retirement Income Management, Risk Management, Securities, Small Business Planning, Socially Responsible Investments, Wealth Management

Office Location

The Barankovich Financial Services
2131 W Republic Rd 371
Springfield, MO 65807

Description

The President of The Barankovich Financial Services, George Barankovich has served clients in financial matters since 1996. He specializes in retirement income and succession planning built upon ethical investment standards. In 2006 he created The Barankovich Financial Services and has had the pleasure of working with many individuals during turbulent markets, never wavering from his goal to bring financial reassurance to clients during uncertain economic times. The Barankovich Financial Services is a company designed around the client`s needs, not company goals. We seek to find new investments and financial planning tools based on each client`s goals. We also work to integrate Biblically Responsible Investing whenever possible.

Experience:
  • Worked at several multi-billion dollar corporations, including Salomon Smith Barney
  • At Salomon Smith Barney, in 2000 George was certified in private asset portfolio management through their Guided Portfolio Management program
  • George spearheaded the incorporation of the Harry Markowitz asset allocation model at the Salomon Smith Barney La Jolla branch

Qualified Service
  • George holds two Bachelor of Science degrees, in Criminology and Criminal Justice
  • FINRA series 6, 7, 63 and 65 licensed

George Barankovich, CKA®, is a registered representative with, and securities and advisory services offered through, LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

George may discuss and/or transact securities business with residents of Arizona, California, Colorado, Florida, Missouri, Nevada, Ohio, Pennsylvania, Texas, and Washington.



Licensed in these states: AZ, CA, MO, NV, PA, WA

Check the background of this investment professional on FINRA BrokerCheck

Contact George