CB
CB

Christopher Barton

11 Years of Experience
Portage, MI
BrokerSells Insurance

Christopher Barton is a registered investment advisor at Bankers Life Advisory Services, INC., based in Portage, MI, with 11 years of industry experience. Christopher 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

950 Trade Centre Way Ste 325, Portage, MI, 49002

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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

Christopher works as a Unit Field Trainer and Insurance Agent for Bankers Life & Casualty, selling and servicing life and health insurance. He also helps train new insurance agents and dedicates over full-time hours to this activity.

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
February 2015 - May 2016 · 1 yr 3 mos
Proequities, INC.Broker
January 2015 - May 2016 · 1 yr 4 mos
State Registrations11 states
ALARCAFLILINKYMIMOOHTX
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.
Christopher Barton - Financial Advisor | TrueAdvisor