Katelyn Woodall
Katelyn Woodall is a registered investment advisor at Bankers Life Advisory Services, INC., based in Warwick, RI, with 8 years of industry experience. Katelyn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
475 Kilvert Street Suite 300, Warwick, RI, 02886
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2025Other Business ActivitiesSells Insurance
Katelyn is an agent for Bankers Life and Casualty Company (BLC) and appointed with KFA through BLC. She sells Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations5 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.
Exams
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