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Storm Rummel

8 Years of Experience
Chicago, IL
3 DisclosuresBrokerSells Insurance

Storm Rummel is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 8 years of industry experience. Storm 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 (3)
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
August 2023
Denied
Customer Dispute
November 2022
Denied
Customer Dispute
December 2019
Denied
Other Business ActivitiesSells Insurance

Storm is a Unit Sales Manager at Bankers Life & Casualty, managing a team of agents and enabling them to sell various insurance products. Storm also owns Storm Rummel, INC (rental properties, minimal time commitment) and AC's 24/7 Fitness (about 10-20% of his time).

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
June 2018 - Present · 7 yrs 11 mos
Bankers Life Securities, INC.Broker
May 2017 - Present · 9 yrs
State Registrations9 states
FLIAILINKSMNMOOHWI
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.