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Jacob Kruse

Bankers Life Advisory Services, INC.
3 Years of Experience
Austin, TX
1 DisclosureBroker
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Jacob Kruse is a registered investment advisor at Bankers Life Advisory Services, INC., based in Austin, TX, with 3 years of industry experience. Jacob 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.

Bankers Life Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
534 advisors
Number of Clients
14,314 clients
Average Client Portfolio
$174K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5508 Highway 290 West, Suite 110, Austin, TX, 78735

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History

Regulatory History (1)
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Criminal
February 2011
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
April 2026 - Present · 6 mos
Bankers Life Securities, INC.Broker
August 2023 - Present · 3 yrs 2 mos
State Registrations4 states
CAMINVTX
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.
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