KH
KH

Kurt Hayn

26 Years of Experience
King of Prussia, PA
BrokerSells Insurance

Kurt Hayn is a registered investment advisor at Bankers Life Advisory Services, INC., based in King of Prussia, PA, with 26 years of industry experience. Kurt 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

1150 1st Avenue, Ste 1020, King of Prussia, PA, 19406

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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

Kurt is a unit sales supervisor and insurance agent for Bankers Life and Casualty, selling and servicing non-variable insurance products and managing agents, which takes more than full-time hours. Kurt is also a self-employed landlord, dedicating minimal time to maintaining a rental property and collecting income.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
July 2016 - Present · 9 yrs 10 mos
Bankers Life Securities, INC.Broker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Proequities, INC.Broker
September 2010 - February 2016 · 5 yrs 5 mos
Uvest Financial Services Group, INC.
December 2005 - May 2010 · 4 yrs 5 mos
Uvest Financial Services Group, INC.Broker
December 2005 - May 2010 · 4 yrs 5 mos
Wachovia Securities, LLC
July 2003 - December 2005 · 2 yrs 5 mos
Wachovia Securities, LLCBroker
July 2003 - December 2005 · 2 yrs 5 mos
Prudential Securities IncorporatedBroker
December 2002 - July 2003 · 7 mos
Prudential Securities Incorporated
December 2002 - July 2003 · 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2002 - December 2002 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1999 - December 2002 · 3 yrs 5 mos
State Registrations14 states
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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.
Kurt Hayn - Financial Advisor | TrueAdvisor