Michelle Neuhalfen
Michelle Neuhalfen is a registered investment advisor at Bankers Life Advisory Services, INC., based in New Bern, NC, with 6 years of industry experience. Michelle 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
1410 McCarthy Blvd, New Bern, NC, 28562
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2024Other Business ActivitiesSells Insurance
Michelle is a Unit Sales Manager at Banker's Life and Casualty since 2016, where she recruits and trains insurance agents. She is also appointed with KFA through BLC, allowing agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations4 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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