Advisor at Bankers Life Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bankers Life Advisory Services, Inc.
Location
Topeka, KS 66609
Credentials
Series 66
Industry experience
5 years
Kurt Richter is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has five years of industry experience. Kurt has been with Bankers Life Advisory Services since 2020 and has been associated with related Bankers Life entities since 2014. In addition to his advisory role, he works as a 1099 agent for Bankers Life and Casualty Company, focusing on life, health, and annuity insurance sales. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental, technical, and cyclical analysis in its investment process.
Based on Bankers Life Advisory Services, Inc.
0.50% to 2.5% annually (negotiable) for Portfolio Management Services
Certain Investment Advisors are registered representatives and earn commissions from brokerage and insurance product sales separately.
Hourly fees charged for Investment Consulting Services; specific rates set forth in consulting contracts.
Fee-only: Investment Consulting Services charged on an hourly rate basis, fees negotiable and may be reduced or waived.
3750 Sw Burlingame Circle
Topeka, KS 66609
Kansas
Bankers Life Advisory Services
2020 - Present (6 years)
Bankers Life Securities
2019 - Present (7 years)
Bankers Life and Casualty Company
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Topeka, KS
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Series 63, Series 65
Topeka, KS
KDWALLSTREET Investment Advisor LLC
Series 63, Series 65
Topeka, KS
Paladin Financial
Series 66
Topeka, KS
Next Generation Investing, LLC
Series 65, Series 66
Topeka, KS
Blazing Star Financial
Series 66
Topeka, KS
Next Generation Investing, LLC
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