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Tamara Reeves

2 Years of Experience
Livonia, MI
BrokerSells Insurance

Tamara Reeves is a registered investment advisor at Bankers Life Advisory Services, INC., based in Livonia, MI, with 2 years of industry experience. Tamara 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

13602 Merriman Road, Livonia, MI, 48150

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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

Tamara is an insurance agent for Bankers Life & KF Agency, providing retirement protection products and various insurance coverages, dedicating full-time hours to this role. She also owns The Elmwood Group, LLC for future real estate investments, spends a few hours per week on this, and is a member of Elmwood Executive Stays, LLC, a family-owned short-term rental business, spending a few hours per week overseeing it. Tamara also owns Abundant Financial Services, Inc. to manage her commissions, spending minimal time on it.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
October 2023 - Present · 2 yrs 7 mos
Bankers Life Securities, INC.Broker
August 2023 - Present · 2 yrs 9 mos
State Registrations5 states
CAINMIOHTN
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.