Zachary Nogra
Zachary Nogra is a registered investment advisor at Bankers Life Advisory Services, INC., based in Austin, TX, with 2 years of industry experience. Zachary 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
5508 Highway 290 West, Suite 110, Austin, TX, 78735
Get directionsHistory
Regulatory History (2)
Financial
December 2023Financial
September 2023Other Business ActivitiesSells Insurance
Zachary is a 1099 insurance agent for Bankers Life and Casualty Company, appointed with KFA to sell various insurance products including Medicare Supplements, annuities, life insurance, health, and LTC. He also serves as a special advisor to Esther's Follies, a comedy theatre, spending about 10% of his time on this role.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Kestra Investment Services, LLCBroker
MML Investors Services, LLCBroker
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.