Kristina Smith
Kristina Smith is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 7 years of industry experience. Kristina 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
303 E. Wacker Drive, Ste 500, Chicago, IL, 60601
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Regulatory History (1)
Financial
February 2024Other Business Activities
Kristina is a financial educator and speaker for the Association of Financial Educators, conducting financial literacy classes. She also serves as her son's power of attorney for health and finance, dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations2 states
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.