Chanell Bennett
Chanell Bennett is a registered investment advisor at Bankers Life Advisory Services, INC., based in Lynnwood, WA, with 3 years of industry experience. Chanell 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
3500 188th Street SW Suite 430, Lynnwood, WA, 98037
Get directionsHistory
Regulatory History (1)
Financial
December 2018Other Business ActivitiesSells Insurance
Chanell is an insurance producer for Bankers Life and Casualty Company since 2017, also appointed with KFA to sell Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. This activity is full-time.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations4 states
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
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