BK
BK

Brandon Kennedy

18 Years of Experience
Chicago, IL
BrokerSells Insurance

Brandon Kennedy is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 18 years of industry experience. Brandon 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.

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Location

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

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brandon is a Branch Sales Manager and Insurance Agent at Bankers Life and Casualty since 2005, dedicating full-time hours to managing insurance agents and selling non-variable insurance products. He spends nearly full-time hours on securities trading.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
September 2019 - Present · 7 yrs
Bankers Life Securities, INC.Broker
May 2016 - Present · 10 yrs 4 mos
Previous Registrations
Proequities, INC.Broker
May 2010 - May 2016 · 6 yrs
Uvest Financial Services Group, INC.Broker
April 2007 - May 2010 · 3 yrs 1 mo
State Registrations3 states
GANCSC
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.
Brandon Kennedy - Financial Advisor | TrueAdvisor