Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
440 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

BLAS co-sponsors wrap fee programs with third-party managers. These programs have advisory fees ranging from 1.00% to 2.18% annually, and account minimums range from $5,000 to $150,000.

Areas of Practice
Investment Management
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Advisor Information

Office location

390 S Woods Mill Rd Ste 160, Chesterfield, MO, 63017

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam manages a team of insurance agents for Bankers Life & Casualty, including hiring and training. He is also appointed with KFA through BLC, allowing agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC; this takes nearly full-time.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
July 2016 - Present · 9 yrs 6 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 9 yrs 8 mos
Previous Registrations
Investment Advisors
December 2010 - May 2016 · 5 yrs 5 mos
Proequities, INC.Broker
October 2010 - May 2016 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
February 2004 - April 2009 · 5 yrs 2 mos
State Registrations2 states
ILMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Charles Shea - Financial Advisor | AdvisorDiscover