Adam Claussen
Adam Claussen is a registered investment advisor at Bankers Life Advisory Services, INC., based in Austin, TX, with 14 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
14205 N Mopac Expy Ste 600, Austin, TX, 78759
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2023Customer Dispute
February 2023Other Business ActivitiesSells Insurance
Adam is a Unit Field Trainer at Bankers Life & Casualty, recruiting and training insurance agents and appointed with KFA to sell various insurance products. He also owns Claussen Creative Concepts, LLC (not used for business) and is an officer for Hill Country Bowhunters, dedicating a few hours per week to setting up a 3D course.
Employment History
Current Registrations
Bankers Life Securities, INC.Broker
Bankers Life Advisory Services, INC.
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Proequities, INC.Broker
State Registrations7 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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