Brokerage.Annuity.Insurance.


Brokerage, Annuity and Insurance Services                              


Whatever your level of investment knowledge or experience, we help individuals and companies chart their path toward greater financial security.  

Whether you are brand new to investing or already on your way, BankPlus Investment Services is ready to provide you with assistance deciphering the best way to achieve your financial goals among the many investment and financial services available.

WHAT CAN OUR INVESTMENT SERVICES DO FOR YOU? 

Brokerage Services. We will work with you to craft a portfolio of mutual funds, stocks, or bonds based upon your needs and goals. 

Annuities. We will provide you with information to help you better understand the various types of annuities and help you determine which type is appropriate for your unique situation. 

Insurance  

  • Life Insurance
  • Annuities
  • Long Term Care

Individual Retirement Accounts (IRAs). Whether you have an existing IRA or you want to begin one for the first time, we can help you with investment strategies for Traditional, Rollover, Simple or Roth IRAs that provide tax-advantaged opportunities to save for the future. 

Educational and Custodial Accounts.  If you are interested in saving for a college education for your child or grandchild, we have several alternatives to help get you on your way. Some of the different saving options available are: 

  • 529 College Savings Plans
  • Coverdell Education Savings Accounts
  • UGMA/UTMA Custodial Accounts

Our Staff  

Jackson Metro 

David Cleland JD - President           601-607-4275          DavidCleland@BPInvestmentServices.net 
Jeffrey Lohmeier - First Vice President         601-607-4283 JeffreyLohmeier@BPInvestmentServices.net 
Kathy Briner - Vice President         601-607-4326 KathyBriner@BPInvestmentServices.net 
Ed Egger - Vice President              601-607-4327  EdEgger@BPInvestmentServices.net 
Nathan Lucas JD - Investment Sales Officer          601-607-4284   NathanLucas@BPInvestmentServices.net 
Patti Fanning, Investment Operations Officer             601-607-4280 PattiFanning@BPInvestmentServices.net 
Brandi Ratliff, Administrative Assistant             601-607-4318 BrandiRatliff@BPInvestmentServices.net 

 

Investment Services Access 


*Securities and Insurance Products offered through LPL Financial and its affiliates, Member FINRA/SIPC.

* BankPlus Investment Services: Not a registered broker dealer: Not affiliated with LPL Financial.

*Fixed annuities and life insurance also offered through BankPlus Insurance Agency Inc. BankPlus Insurance Agency is licensed in Mississippi – License #9708741. BankPlus Insurance Agency is an affiliate of BankPlus.

Investment Services are: 

 Investment Services 
This site is designed for U.S. residents only. The services offered within the site are available exclusively through our U.S. registered representatives. LPL Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.