AO
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
Loading...
Advisor Information
Office location
303 E. Wacker Drive, 5th Fl, Chicago, IL, 60601
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrea is an insurance agent and unit sales manager for Banker's Life & Casualty, selling various insurance products, which takes about a third of her time. She also owns rental properties, dedicating minimal time to these ventures.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
November 2019 - Present · 6 yrs 2 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 9 yrs 8 mos
Previous Registrations
Proequities, INC.Broker
August 2012 - May 2016 · 3 yrs 9 mos
State Registrations8 states
FLMIMNNENHOHPAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.