Chad
Clem

Bankers Life Advisory Services, Inc

CRD#5562030
Investment Advisor
in Chicago, IL

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About this Advisor

Chad Clem is a financial advisor who works out of Chicago, Illinois with 7 years of industry experience. Clem currently works for Bankers Life Advisory Services, Inc. Over the course of their career, Clem has held roles at Bankers Life & Casualty, Proequities, Inc, Bankers Life Securities, Inc and Bankers Life Advisory Services. Clem maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Missouri and Nevada. Bankers Life Advisory Services, Inc is a registered investment firm based in Chicago, IL. The company has offices in 136 locations and a total of 363 financial advisors. It handles $1 billion in assets under management between its 10,292 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Bankers Life Advisory Services, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules depend on which services are provided. However, fee types billed by Bankers Life Advisory Services, Inc likely consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

111 E. Wacker Drive 18Th Floor
Chicago, IL 60601

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,125,123,822

IL Average: $6,674,516,078
Total Number of Employees

363

IL Average: 44
Total Number of Accounts

10,292

IL Average: 2,564
Average Account Size

$109,320

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Chad Clem Work History

Chad has been registered as a financial advisor for 7 years.*

2019 - Present (5 years)

Bankers Life Advisory Services

2016 - Present (8 years)

Bankers Life Securities, Inc

2010 - Present (14 years)

Bankers Life & Casualty

2012 - 2016 (4 years)

Proequities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Chad Clem to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bankers Life Advisory Services, Inc

Christopher Hartman
Topeka, KS
Brittany Allenson
King Of Prussia, PA
Tommy Fitzpatrick
Hauppauge, NY
Albert Preniqi
Chicago, IL
Brock Williams
Mount Pleasant, MI
Bradley Hampton
Chicago, IL
Chad Visser
Chicago, IL
Darshankumar Patel
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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