RI
RI

Richard Ingber

20 Years of Experience
Chicago, IL
1 DisclosureBrokerSells Insurance

Richard Ingber is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 20 years of industry experience. Richard 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.

Loading...

Location

303 E. Wacker Drive, Ste 500, Chicago, IL, 60601

Get directions

History

Regulatory History (1)
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
June 2001
Denied
Other Business ActivitiesSells Insurance

Richard is an insurance agent for Bankers Life and Casualty Company, providing life and health insurance, and also owns RJ Shire LLC for residential rental property, dedicating about 10-20% of his time. He also owns Richard Ingber LLC for insurance sales, investment advice, and customer service, taking nearly full-time hours.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
June 2017 - Present · 8 yrs 11 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 10 yrs
Previous Registrations
Proequities, INC.Broker
October 2014 - May 2016 · 1 yr 7 mos
PFS Investments INC.Broker
April 1996 - December 2004 · 8 yrs 8 mos
State Registrations2 states
INMI
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.