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Mitchell Corley

9 Years of Experience
West Des Moines, IA
2 DisclosuresBrokerSells Insurance

Mitchell Corley is a registered investment advisor at Bankers Life Advisory Services, INC., based in West Des Moines, IA, with 9 years of industry experience. Mitchell 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

160 South 68th St Suite 1205, West Des Moines, IA, 50266

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History

Regulatory History (2)
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
December 2022
Denied
Customer Dispute
March 2017
Denied
Other Business ActivitiesSells Insurance

Mitchell is a unit sales manager at Bankers Life, focusing on life and health insurance and fixed annuities. This role, which involves managing an agent force, occupies Mitchell full-time.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
August 2018 - Present · 7 yrs 11 mos
Bankers Life Securities, INC.Broker
June 2016 - Present · 10 yrs 1 mo
State Registrations7 states
AZIAILMONEOHSD
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.
Mitchell Corley - Financial Advisor | TrueAdvisor