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Nicole Stahl

11 Years of Experience
Chicago, IL
BrokerSells Insurance

Nicole Stahl is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 11 years of industry experience. Nicole 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

303 E. Wacker Drive, Ste 500, Chicago, IL, 60601

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Nicole is a 1099 agent for Bankers Life and Casualty Company (BLC). Through BLC and KFA, she is appointed to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
July 2016 - Present · 10 yrs 2 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 10 yrs 4 mos
Previous Registrations
Investment Advisors
January 2015 - May 2016 · 1 yr 4 mos
Proequities, INC.Broker
December 2014 - May 2016 · 1 yr 5 mos
State Registrations6 states
FLLANMOKSCTX
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.