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Todd Varney

8 Years of Experience
Chicago, IL
BrokerSells Insurance

Todd Varney is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 8 years of industry experience. Todd 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

Todd is a branch sales manager at Bankers Life & Casualty, managing a team of agents and responsible for hiring and training, taking about a quarter of his time. He is also an owner of a condo rental property, dedicating minimal time to it.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
September 2019 - Present · 6 yrs 8 mos
Bankers Life Securities, INC.Broker
May 2017 - Present · 9 yrs
State Registrations6 states
FLINMDPAVAWV
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.