Kyle Fults
Kyle Fults is a registered investment advisor at Bankers Life Advisory Services, INC., based in Omaha, NE, with 15 years of industry experience. Kyle 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
12020 Shamrock Plaza, Suite 115, Omaha, NE, 68154
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2019Criminal
September 2014Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Kyle is an agent for Bankers Life and Casualty Company, selling Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC, dedicating nearly full-time hours to this. Kyle also has a business checking account registered as "Fults Financial Services, LLC" for deposits, formed for tax purposes.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
State Registrations4 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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