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Michael Moody

Bankers Life Advisory Services, INC.
1 Year of Experience
Spokane, WA
1 DisclosureBroker
View SEC Summary
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Michael Moody is a registered investment advisor at Bankers Life Advisory Services, INC., based in Spokane, WA, with 1 years of industry experience. Michael 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.

Bankers Life Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
534 advisors
Number of Clients
14,314 clients
Average Client Portfolio
$174K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1101 N Argonne Rd Ste 202, Spokane, WA, 99212

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History

Regulatory History (1)
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Criminal
April 2003
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
August 2026 - Present · 2 mos
Bankers Life Securities, INC.Broker
July 2025 - Present · 1 yr 3 mos
State Registrations3 states
IDORWA
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.
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