Kristopher Wadsworth
Kristopher Wadsworth is a ChFC-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Syracuse, NY, with 24 years of industry experience. Kristopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
231 Salina Meadows Pkwy Ste 100, Syracuse, NY, 13212
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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
Kristopher is a Unit Sales Manager at Bankers Life & Casualty, managing a team of agents and responsible for hiring and training. He is also appointed with KFA through BLC, allowing agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC; this takes nearly all of Kristopher's time.
Employment History
Current Registrations
Bankers Life Securities, INC.Broker
Bankers Life Advisory Services, INC.
Previous Registrations
Nylife Securities LLCBroker
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Farmers Financial Solutions, LLCBroker
LPL Financial LLCBroker
Metlife Securities INC.Broker
Hartford Equity Sales Company INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
MML Investors Services, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
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
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