John Kwasnik
John Kwasnik is a registered investment advisor at Bankers Life Advisory Services, INC., based in Westerville, OH, with 13 years of industry experience. John 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
570 Polaris Pkwy, Ste 100, Westerville, OH, 43082
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2015Other Business ActivitiesSells Insurance
John is a unit field trainer and agent for Bankers Life & Casualty, offering insurance products for the senior market, including Medicare Supplement, annuities, life insurance, health, and LTC. He spends nearly full-time on this activity, with about a third of his time dedicated to securities trading.
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.