AB
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
1600 West Gate Circle Suite 250, Brentwood, TN, 37027
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
Alissa is a 1099 agent for Bankers Life and Casualty Company, selling Medicare Supplement, annuity, equity indexed annuity, life insurance, health, and long-term care insurance products. She dedicates minimal time to this activity.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
April 2025 - Present · 9 mos
Bankers Life Securities, INC.Broker
February 2025 - Present · 11 mos
State Registrations2 states
CATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.