AW
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
303 E. Wacker Drive, 5th Fl, Chicago, IL, 60601
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2018Closed-No Action
Other Business ActivitiesSells Insurance
Andrew is an insurance agent and unit sales manager for Bankers Life & Casualty since 1999, selling and servicing non-variable insurance products, and recruiting, training, and managing insurance agents. This is a full-time commitment for Andrew.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
April 2018 - Present · 7 yrs 9 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 9 yrs 8 mos
Previous Registrations
Proequities, INC.Broker
June 2010 - May 2016 · 5 yrs 11 mos
Uvest Financial Services Group, INC.Broker
July 2007 - May 2010 · 2 yrs 10 mos
State Registrations31 states
ALARAZCACOFLGAIAILINKSLAMAMIMNMOMSNCNDNJNMNVNYOHOKSCSDTXVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.