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Stephen Kanode

7 Years of Experience
Chicago, IL
BrokerSells Insurance

Stephen Kanode is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 7 years of industry experience. Stephen 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

Stephen is an insurance agent for Bankers Life and Casualty Company, helping clients with Medicare options, long-term care, final expenses, and retirement income planning using annuities. This takes about half of Stephen's time.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
September 2021 - Present · 4 yrs 8 mos
Bankers Life Securities, INC.Broker
May 2018 - Present · 8 yrs
State Registrations5 states
FLGANCORVA
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.