Jennifer Greenleaf
Jennifer Greenleaf is a registered investment advisor at Bankers Life Advisory Services, INC., based in West Des Moines, IA, with 6 years of industry experience. Jennifer 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
160 South 68th St Ste 1205, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2024Customer Dispute
November 2023Other Business ActivitiesSells Insurance
Jennifer is a Unit Field Trainer at Bankers Life & Casualty, where she recruits and trains insurance agents. She is also appointed with KFA through BLC, enabling agents to write business for various insurance products, including Medicare Supplement, annuities, life insurance, health, and LTC.
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.
Exams
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