HT
HT
Heather Tomka is a registered investment advisor at Bankers Life Advisory Services, INC., based in Phoenix, AZ. Heather 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
Fee-Only (% of Portfolio)
Firm Size
534 advisors
Number of Clients
14,314 clients
Average Client Portfolio
$174K average
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
11811 N. Tatum Blvd. Suite 1085, Phoenix, AZ, 85028
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
May 2024Criminal
December 2008Final Disposition
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
May 2026 - Present · 5 mos
Bankers Life Securities, INC.Broker
February 2026 - Present · 8 mos
State Registrations1 state
AZ
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.
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