Lonnie Kerbs
Lonnie Kerbs is a registered investment advisor at Bankers Life Advisory Services, INC., based in Asheville, NC, with 19 years of industry experience. Lonnie 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
1200 Ridgefield Blvd. Suite 190, Asheville, NC, 28806
Get directionsHistory
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
Lonnie is an insurance agent with Bankers Retirement Solutions, doing business as Bankers Life and Casualty, selling non-variable insurance products since 2000. This activity takes nearly all of Lonnie's time.
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
State Registrations6 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.