John
Kwasnik
Bankers Life Advisory Services, Inc
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About this Advisor
John Kwasnik is a financial advisor based in Westerville, Ohio, working with Bankers Life Advisory Services, Inc. John has previously held positions at Bankers Life & Casualty, Proequities, Inc, and Bankers Life Securities, Inc. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, John is part of Bankers Life Advisory Services, Inc, which operates out of Westerville, Ohio. The firm has 136 offices and 378 employees. The firm manages assets totaling $1.5 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Bankers Life Advisory Services, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bankers Life Advisory Services, Inc Brokerage Details
$1,486,019,075
378
13,089
$113,532
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
John Kwasnik Work History
Bankers Life Securities, Inc
Proequities, Inc
Bankers Life & Casualty
Disclosures
Please visit the SEC profile of John Kwasnik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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