Margaret Mazzella
Margaret Mazzella is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 7 years of industry experience. Margaret 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)
Customer Dispute
June 2023Other Business ActivitiesSells Insurance
Margaret is a Branch Sales Manager at Bankers Life & Casualty, selling insurance products including Medicare, Long Term Care, Life Insurance, and annuities, and managing a team of agents, which takes nearly full-time. Margaret is also an officer of PB Roma's Inc, a corporation related to a now-closed restaurant, but spends no time maintaining it.
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.