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Karl Hanson

8 Years of Experience
King of Prussia, PA
1 DisclosureBrokerSells Insurance

Karl Hanson is a registered investment advisor at Bankers Life Advisory Services, INC., based in King of Prussia, PA, with 8 years of industry experience. Karl 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

1150 First Ave, King of Prussia, PA, 19406

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History

Regulatory History (1)
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Customer Dispute
June 2021
Denied
Other Business ActivitiesSells Insurance

Karl is an insurance agent for Bankers Life and Casualty Company, appointed with KFA to sell various insurance products including Medicare Supplements, annuities, life insurance, health, and LTC. This activity takes about half of Karl's time.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
October 2019 - Present · 6 yrs 7 mos
Bankers Life Securities, INC.Broker
September 2017 - Present · 8 yrs 8 mos
State Registrations6 states
FLMANCNJPAWI
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.