KL
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Kevin Lemmon

16 Years of Experience
Chicago, IL
2 DisclosuresBrokerSells Insurance

Kevin Lemmon is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 16 years of industry experience. Kevin 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 (2)
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Customer Dispute
July 2017
Denied
Customer Dispute
January 2014
Settled
Other Business ActivitiesSells Insurance

Kevin is affiliated with Bankers Life, assisting individuals and families with financial security and retirement planning through fixed annuities and insurance products since 2010. He dedicates full-time hours to recruiting, supervising, training, and managing insurance agents in Missouri.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
July 2016 - Present · 9 yrs 10 mos
Bankers Life Securities, INC.Broker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Investment Advisors
November 2010 - April 2015 · 4 yrs 5 mos
Proequities, INC.Broker
November 2010 - April 2015 · 4 yrs 5 mos
Investment Professionals, INC.Broker
October 2009 - August 2010 · 10 mos
Investment Professionals, INC.
October 2009 - August 2010 · 10 mos
Ameriprise Financial Services, INC.
March 2008 - October 2009 · 1 yr 7 mos
Ameriprise Financial Services, INC.Broker
February 2008 - October 2009 · 1 yr 8 mos
State Registrations3 states
LAMSTX
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.