Roberta Schaaf
Roberta Schaaf is a registered investment advisor at Bankers Life Advisory Services, INC., based in Erie, PA, with 1 years of industry experience. Roberta 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
3939 West Ridge Road Suite B-8, Erie, PA, 16506
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roberta is a 1099 insurance agent for Bankers Life and Casualty Company, appointed with KFA to sell various insurance products including Medicare Supplement, annuities, life insurance, health, and LTC. Roberta is also the executor for her father's estate, responsible for settling probate and paying household bills, which takes a few hours per week.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations1 state
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.