KP
KP

Kenneth Patterson

12 Years of Experience
North Platte, NE
1 DisclosureBrokerSells Insurance

Kenneth Patterson is a registered investment advisor at Bankers Life Advisory Services, INC., based in North Platte, NE, with 12 years of industry experience. Kenneth 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

509 East 4th Street Ste F, North Platte, NE, 69101

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History

Regulatory History (1)
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Regulatory
January 2007
Final
Other Business ActivitiesSells Insurance

Kenneth works as an agent/unit sales manager for Bankers Life and Casualty, focusing on non-variable insurance sales and service, and training/managing insurance agents. This is a full-time commitment.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
July 2016 - Present · 10 yrs
Bankers Life Securities, INC.Broker
May 2016 - Present · 10 yrs 2 mos
Previous Registrations
Investment Advisors
August 2013 - May 2016 · 2 yrs 9 mos
Proequities, INC.Broker
June 2013 - May 2016 · 2 yrs 11 mos
State Registrations4 states
CONEORTX
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.
Kenneth Patterson - Financial Advisor | TrueAdvisor