KH
CFP
KH
CFP

Kristopher Hissam

5 Years of Experience
Sarasota, FL
1 DisclosureBrokerSells Insurance

Kristopher Hissam is a CFP-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Sarasota, FL, with 5 years of industry experience. Kristopher 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.

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
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Location

301 N Cattleman Rd Suite 106, Sarasota, FL, 34232

Get directions

History

Regulatory History (1)
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Civil
January 2026
Pending
Other Business ActivitiesSells Insurance

Kristopher is a 1099 agent for Bankers Life and Casualty Company, assisting with document processing and customer service. He is also appointed with KFA to write business for Medicare Supplement, annuity, life insurance, health, and LTC products, dedicating a few hours per week to these activities.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
February 2022 - Present · 4 yrs 8 mos
Bankers Life Securities, INC.Broker
February 2021 - Present · 5 yrs 8 mos
State Registrations6 states
CAFLGAHIMOTX
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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