AR
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)
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Financial
July 2017Final
Other Business ActivitiesSells Insurance
Alberto is a BLC agent appointed with KFA through BLC, allowing him to sell Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC.
Employment History
Current Registrations
Bankers Life Securities, INC.Broker
April 2024 - Present · 1 yr 9 mos
Bankers Life Advisory Services, INC.
October 2019 - Present · 6 yrs 3 mos
State Registrations4 states
CANCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.