Paul Pank, financial advisor Greensburg IN

Paul Pank

CRD Number: 818955
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC

Paul Pank (CRD# 818955) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Greensburg, IN and has over 34 years of experience in the finance industry.

Similar Advisors
Jalene Hahn, financial advisor Greensburg IN
Jalene T. Hahn
CRD# 4914113
Wwa Planning & Investments
Similar Advisors
Renny Esser, financial advisor Greensburg IN
Renny Esser
CRD# 5742446
Edward Jones
Similar Advisors
David Abuaf, financial advisor Greensburg IN
David N. Abuaf
CRD# 4582706
Raymond James Financial Services Advisors, Inc.
Company Name Location Dates Years
J.j.b. Hilliard W.l. Lyons Greensburg, IN Oct 2018 - Current 1
J.j.b. Hilliard, W.l. Lyons, Inc. Greensburg, IN Oct 1973 - Oct 2018 45
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Paul M. Pank
Phone Number: 502-588-8400
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    9,278
    MILLIONS
  • Total Number of Accounts
    31,198
    ACCOUNTS
  • Average Account Value
    $297,407
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Paul Pank and other advisors.
BADGES
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.