Adam Claussen
Adam Claussen is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 14 years of industry experience. Adam 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
303 E. Wacker Drive, Ste 500, Chicago, IL, 60601
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2023Customer Dispute
February 2023Other 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.
Employment History
Current Registrations
Bankers Life Securities, INC.Broker
Bankers Life Advisory Services, INC.
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Proequities, INC.Broker
State Registrations7 states
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.