AO
AO

Andrea Rose Oliverio

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
440 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

303 E. Wacker Drive, 5th Fl, Chicago, IL, 60601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Andrea is an insurance agent and unit sales manager for Banker's Life & Casualty, selling various insurance products, which takes about a third of her time. She also owns rental properties, dedicating minimal time to these ventures.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
November 2019 - Present · 6 yrs 3 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Proequities, INC.Broker
August 2012 - May 2016 · 3 yrs 9 mos
State Registrations8 states
FLMIMNNENHOHPAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.