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Amanda Burke

3 Years of Experience
BrokerSells Insurance

Amanda Burke is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 3 years of industry experience. Amanda 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
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

303 E. Wacker Drive, Ste 500, Chicago, IL, 60601

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Amanda is a Unit Field Trainer with Bankers Life & Casualty, spending full-time recruiting and training insurance agents and selling Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. Amanda also owns an Etsy shop selling self-made art projects online, dedicating a few hours per week.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
May 2025 - Present · 11 mos
Bankers Life Securities, INC.Broker
June 2022 - Present · 3 yrs 10 mos
State Registrations2 states
MDWV
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.