Adam Mchenry
Adam Mchenry is a ChFC-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Muncie, IN, with 18 years of industry experience. Adam 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
3601 N Everbrook Lane, Muncie, IN, 47304
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2017Other Business ActivitiesSells Insurance
Adam works as an insurance agent for Bankers Life & Casualty, Inc, selling non-variable insurance and annuity products. This work takes up more than full-time hours, with about half of his time being investment related.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations18 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.
Exams
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