MG
CFP
MG
CFP

Milla Gudukas

13 Years of Experience
Daytona Beach, FL
1 DisclosureBrokerSells Insurance

Milla Gudukas is a CFP-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Daytona Beach, FL, with 13 years of industry experience. Milla 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
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

444 Seabreeze Blvd #400, Daytona Beach, FL, 32118

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2019
Denied
Other Business ActivitiesSells Insurance

Milla is a unit supervisor and insurance agent with Bankers Life & Casualty since 2009, managing a team and selling various insurance products including Medicare Supplements, annuities, life insurance, health, and LTC. Milla also owns rental property since 2020, but this activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
January 2017 - Present · 9 yrs 8 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 10 yrs 4 mos
Previous Registrations
Proequities, INC.Broker
January 2013 - May 2016 · 3 yrs 4 mos
State Registrations13 states
CAFLGAHIILLAMDMINCNJPASCVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Milla Gudukas - Financial Advisor | TrueAdvisor