BB
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Bryon Baylog

19 Years of Experience
Westlake, OH
2 DisclosuresBrokerSells Insurance

Bryon Baylog is a registered investment advisor at Bankers Life Advisory Services, INC., based in Westlake, OH, with 19 years of industry experience. Bryon 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
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
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Location

2001 Crocker Rd Ste 520, Westlake, OH, 44145

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History

Regulatory History (2)
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
January 2012
Denied
Customer Dispute
October 2010
Denied
Other Business ActivitiesSells Insurance

Bryon works as an agent/unit field trainer for Bankers Life & Casualty, focusing on sales and service of non-variable insurance products and training insurance agents. This activity takes nearly full-time hours.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
April 2018 - Present · 8 yrs 6 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
Proequities, INC.Broker
August 2011 - May 2016 · 4 yrs 9 mos
Nylife Securities LLCBroker
October 2006 - August 2011 · 4 yrs 10 mos
State Registrations8 states
CAFLMINCOHPASCTX
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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