WB
WB

William Brobson

5 Years of Experience
Chicago, IL
1 DisclosureBrokerSells Insurance

William Brobson is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 5 years of industry experience. William 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
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

303 E. Wacker Drive, Ste 500, Chicago, IL, 60601

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History

Regulatory History (1)
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Customer Dispute
December 2021
Denied
Other Business ActivitiesSells Insurance

William works as a 1099 insurance agent for Bankers Life and Casualty Company, also appointed with KFA to sell Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC. This is a full-time commitment.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
November 2020 - Present · 5 yrs 8 mos
Bankers Life Securities, INC.Broker
August 2020 - Present · 5 yrs 11 mos
State Registrations3 states
GANCSC
AdvisorBrokerBoth

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
No exam information available for this advisor.