Vanessa
Inesti

Bankers Life Advisory Services, Inc

CRD#7284546
Investment Advisor
in Chicago, IL

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About this Advisor

Vanessa Inesti is a financial advisor who works out of Chicago, Illinois who has 2 years of industry experience. Inesti works at Bankers Life Advisory Services, Inc. Over the course of their career, Inesti has held roles at Bankers Life, Prestige Promotions, Inc, Homemaker and Bankers Life Advisory Services. Inesti maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Bankers Life Advisory Services, Inc is an advisory firm headquartered in Chicago, IL. The company has offices in 136 locations and a total of 363 advisors. It administers $1 billion in total assets among its 10,292 accounts, making it one of the larger financial advisory firms in the country by assets under management. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees typically are based on the type of services. Fees charged by Bankers Life Advisory Services, Inc most likely consist of some combination of asset-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 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

Vanessa Inesti Work History

Vanessa has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Bankers Life Advisory Services

2015 - Present (9 years)

Bankers Life

2014 - 2015 (1 year)

Prestige Promotions, Inc

2011 - 2014 (3 years)

Homemaker

*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 Vanessa Inesti 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
John Stakem
Frederick, MD
Tommy Fitzpatrick
Hauppauge, NY
Jason Fowler
Chicago, IL
Jonathan James
Chicago, IL
Brock Williams
Mount Pleasant, MI
Joshua Sievers
Fort Wayne, IN
Albert Preniqi
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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