AL
ChFC
AL
ChFC

Albert Lerman

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
N/A
Firm Size
70 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

830 S. Buffalo Grove Road, Suite 111, Buffalo Grove, IL, 60089

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History

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 multiline insurance agent affiliated with Horace Mann Service Corp., offering various insurance products. He also provides care and companionship for the elderly and serves as a service associate for the Illinois Association of School Business Officials (IASBO), dedicating minimal time to the latter two activities.

Employment History
Current Registrations
Horace Mann Investors, INC.
July 2021 - Present · 4 yrs 7 mos
Horace Mann Investors, INC.Broker
September 2010 - Present · 15 yrs 5 mos
State Registrations3 states
FLILWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.