KB
KB

Kari Blanton

1 Year of Experience
Chicago, IL
1 DisclosureBrokerSells Insurance

Kari Blanton is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 1 years of industry experience. Kari 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 (1)
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Criminal
November 2003
Final Disposition
Other Business ActivitiesSells Insurance

Kari is a 1099 agent for Bankers Life and Casualty Company, appointed with KFA through BLC. This allows Kari to sell Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
April 2025 - Present · 1 yr 1 mo
Bankers Life Securities, INC.Broker
October 2024 - Present · 1 yr 7 mos
State Registrations2 states
GASC
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.