Kathleen
Fechik

Bankers Life Advisory Services, Inc

CRD#2585106
Investment Advisor
in Spring, TX

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About this Advisor

Kathleen Fechik is a financial advisor working out of Spring, Texas with 6 years of relevant experience. Fechik is an advisor for Bankers Life Advisory Services, Inc. The advisor has gained experience at Bankers Life Securities Inc, Bankers Life & Casualty and Reliance Diagnostic Systems Inc. Fechik has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in Texas. Bankers Life Advisory Services, Inc is an advisory business based out of Chicago, IL. It has offices in 136 locations and a total of 363 people on staff. It oversees $1 billion in total assets across its 10,292 client accounts, making it one of the larger firms in the country by assets under management. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules usually vary depending on which service is offered. However, fees billed by Bankers Life Advisory Services, Inc can consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 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

24624 I-45 North Ste 100
Spring, TX 77386

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,125,123,822

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

363

TX Average: 44
Total Number of Accounts

10,292

TX Average: 2,564
Average Account Size

$109,320

TX 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

Kathleen Fechik Work History

Kathleen has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Bankers Life Securities Inc

2016 - Present (8 years)

Bankers Life & Casualty

2007 - 2016 (9 years)

Reliance Diagnostic Systems 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 Kathleen Fechik 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

Dominic Ruggerio
Chicago, IL
Peter Portanova
Hauppauge, NY
Jeffrey Collyer
Englewood, CO
Joseph Eckles
San Luis Obispo, CA
Jonathan James
Chicago, IL
David Hensley
Chicago, IL
Chad Visser
Chicago, IL
Wilson Williams
Chicago, IL

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