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 directions
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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Adam is an agent for Bankers Life and Casualty Company, selling various insurance products, and spends minimal time on this. He also serves as a Specialist in the Missouri National Guard, dedicating about 10-20% of his time, and manages AK Sports Trading, selling sports cards and memorabilia a few hours per week.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
July 2022 - Present · 3 yrs 6 mos
Bankers Life Securities, INC.Broker
June 2021 - Present · 4 yrs 7 mos
State Registrations3 states
ARKSMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.