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

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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

Albert is a Unit Sales Manager at Bankers Life & Casualty, managing a team of agents and responsible for hiring and training. He is also appointed with KFA through BLC, enabling agents to sell Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC; this takes more than full-time hours.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
June 2021 - Present · 4 yrs 7 mos
Bankers Life Securities, INC.Broker
September 2016 - Present · 9 yrs 4 mos
State Registrations3 states
FLMIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.