Brandon Weinberg
Brandon Weinberg is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 27 years of industry experience. Brandon 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
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon is a Branch Sales Manager at Bankers Life and Casualty, managing a team of agents and overseeing the sale of various insurance products, dedicating about a quarter of his time. He also serves on the advisory board for the marketing department at Rider University and is the President of the Cherokee High School Lacrosse Booster Club, spending minimal time on each.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
Afs Brokerage, INC.Broker
Park Avenue Securities LLCBroker
Signator Investors, INC.Broker
State Registrations25 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.