AW
AW

Andrew Wilson

18 Years of Experience
1 DisclosureBrokerSells Insurance

Andrew Wilson is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 18 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.

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Location

303 E. Wacker Drive, Ste 500, Chicago, IL, 60601

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History

Regulatory History (1)
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Customer Dispute
August 2018
Closed-No Action
Other Business ActivitiesSells Insurance

Andrew is an insurance agent and unit sales manager for Bankers Life & Casualty since 1999, selling and servicing non-variable insurance products, and recruiting, training, and managing insurance agents. This is a full-time commitment for Andrew.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
April 2018 - Present · 8 yrs
Bankers Life Securities, INC.Broker
May 2016 - Present · 9 yrs 11 mos
Previous Registrations
Proequities, INC.Broker
June 2010 - May 2016 · 5 yrs 11 mos
Uvest Financial Services Group, INC.Broker
July 2007 - May 2010 · 2 yrs 10 mos
State Registrations31 states
ALARAZCACOFLGAIAILINKSLAMAMIMNMOMSNCNDNJNMNVNYOHOKSCSDTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.