DM
DM

Dennis Muxlow

3 Years of Experience
Grand Rapids, MI
BrokerSells Insurance

Dennis Muxlow is a registered investment advisor at Bankers Life Advisory Services, INC., based in Grand Rapids, MI, with 3 years of industry experience. Dennis 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

3350 Eagle Park Drive Ste 104, Grand Rapids, MI, 49525

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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

Dennis is an insurance agent for Bankers Life and Casualty Company (BLC) and appointed with KFA through BLC, allowing him to sell Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC. This takes about a third of his time.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
December 2022 - Present · 3 yrs 5 mos
Bankers Life Securities, INC.Broker
November 2022 - Present · 3 yrs 6 mos
State Registrations6 states
FLGAILMIOHWI
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.