Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
440 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

1600 West Gate Circle Suite 250, Brentwood, TN, 37027

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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

Alissa is a 1099 agent for Bankers Life and Casualty Company, selling Medicare Supplement, annuity, equity indexed annuity, life insurance, health, and long-term care insurance products. She dedicates minimal time to this activity.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
April 2025 - Present · 10 mos
Bankers Life Securities, INC.Broker
February 2025 - Present · 1 yr
State Registrations2 states
CATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alissa Marie Bender - Financial Advisor | TrueAdvisor