Grant Hallstrom
Grant Hallstrom is a registered investment advisor at Bankers Life Advisory Services, INC., based in Tulsa, OK, with 2 years of industry experience. Grant 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
7633 E 63RD PL, Suite 100, Tulsa, OK, 74133
Get directionsHistory
Regulatory History (3)
Criminal
April 2014Criminal
December 2007Criminal
February 2007Other Business ActivitiesSells Insurance
Grant is a Unit Sales Manager at Bankers Life and Casualty, managing a team of agents and assisting clients with insurance and retirement planning. He is also appointed with KFA through BLC, enabling agents to offer various insurance products, dedicating full-time hours to these activities.
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.