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John Bamberger

Bankers Life Advisory Services, INC.
24 Years of Experience
Erie, PA
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

John Bamberger is a registered investment advisor at Bankers Life Advisory Services, INC., based in Erie, PA, with 24 years of industry experience. John 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.

Bankers Life Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
534 advisors
Number of Clients
14,314 clients
Average Client Portfolio
$174K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3939 West Ridge Road Ste B-8, Erie, PA, 16506

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History

Regulatory History (3)
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.
Judgment / Lien
June 2012
Judgment / Lien
April 2011
Customer Dispute
August 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John works as an insurance agent for Bankers Life & Casualty, selling insurance products and annuities, dedicating significantly more than full-time hours to this role. He also owns rental property, spending minimal time as a landlord.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
July 2016 - Present · 10 yrs 3 mos
Bankers Life Securities, INC.Broker
June 2016 - Present · 10 yrs 4 mos
Previous Registrations
Proequities, INC.Broker
July 2011 - June 2016 · 4 yrs 11 mos
Midamerica Financial Services, INC.Broker
January 2010 - July 2011 · 1 yr 6 mos
Peak Securities Corporation
January 2008 - November 2009 · 1 yr 10 mos
Peak Securities CorporationBroker
January 2008 - December 2009 · 1 yr 11 mos
Uvest Financial Services Group, INC.
November 2006 - July 2007 · 8 mos
Uvest Financial Services Group, INC.Broker
November 2006 - July 2007 · 8 mos
Invest Financial Corporation
June 2006 - July 2006 · 1 mo
Invest Financial CorporationBroker
May 2006 - July 2006 · 2 mos
PNC InvestmentsBroker
January 2004 - March 2006 · 2 yrs 2 mos
PNC Investments
January 2004 - March 2006 · 2 yrs 2 mos
Hilliard Lyons Asset Management
May 2003 - January 2004 · 8 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
February 2001 - June 2002 · 1 yr 4 mos
State Registrations3 states
NYOHPA
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.
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