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.
Credentials
CFP®, ChFC®, Series 63
Experience Industry experience
34 years
Location
Swan Valley, ID
Cetera
Institution
Mark Banner is a financial advisor at Cetera with 34 years of industry experience. He holds the CFP® and ChFC® designations and has been with Cetera and its affiliates since 2013. Outside of his advisory role, Banner is involved in several entrepreneurial ventures, including operating a bee pollination and honey production business and managing multiple holding companies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services via a multi-manager platform with discretionary and non-discretionary options across various program structures.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Swan Valley, ID
Swan Valley ID
Advisors at this office
1
Idaho · Missouri
34 years of industry experience
Cougar Mountain Holding Co, Llc
2024 - Present • 2 years
Swan Valley, ID
Wbg Holding Company, Llc
2024 - Present • 2 years
Swan Valley, ID
Cache Mountain Honey, Llc Dba Cox Honey
2024 - Present • 2 years
Petersboro, UT
Tupai Holding Company LLC
2024 - Present • 2 years
Irwin, ID
Golden Rage Holding Company, Llc
2024 - Present • 2 years
Warrensburg, MO
Cetera
2024 - Present • 2 years
Schaumburg, IL
Murdock Financial Group
2017 - Present • 9 years
Denver, CO
Cetera Advisors LLC
2013 - Present • 13 years
Denver, CO
G.O. Investments
2006 - Present • 20 years
Denver, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFA®, Series 66
Victor, ID
Rockhill Advisors LLC
Justin Bowersock is a CFA charterholder and holds a Series 66 license, with 10 years of industry experience. He has worked at Rockhill Advisors LLC since 2017 and previously at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Rockhill Advisors LLC provides wealth management, investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a goal-based, long-term passive investment approach with diversified portfolios mainly composed of low-cost mutual funds and ETFs, managing client accounts on a discretionary basis.
Series 63, Series 65
Victor, ID
STIFEL
Barry Gangwer is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology through its Investment Strategy Group to provide forward-looking capital market analysis and asset allocation guidance.
Series 63, Series 66
Swan Valley, ID
Cambridge Investment Research Advisors
D Manning is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of advising, he has served as a voting board member for the Honey Creek Vigo Conservancy District and is involved in multiple independent insurance agencies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm delivers solutions through independent Financial Professionals using multiple portfolio management platforms and a mix of proprietary and third-party investment strategies.
Series 63, Series 66
Victor, ID
LPL Financial
Robin Sanchez is a financial advisor with LPL Financial in Victor, ID, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining LPL Financial in 2024, Sanchez worked at Alpha Capital Management Group, Legg Mason Investor Services, and AllianceBernstein Investments. Outside of his advisory role, he is the owner and wine taster of Vino Tinto Sommeliers LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources, along with various technology-driven investment solutions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")