Adam W Claussen

Bankers Life Advisory Services, INC.

13 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Bankers Life Advisory Services, INC.

Compensation

Fee-Only (AUM)

Firm Size

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

Location

303 E. Wacker Drive, 5th Fl, Chicago, IL, 60601

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2023

Denied

Customer Dispute

February 2023

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Adam is a Unit Field Trainer at Bankers Life & Casualty, recruiting and training insurance agents and appointed with KFA to sell various insurance products. He also owns Claussen Creative Concepts, LLC (not used for business) and is an officer for Hill Country Bowhunters, dedicating a few hours per week to setting up a 3D course.