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Angel Matos

Bankers Life Advisory Services, Inc.

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About Angel Matos

Angel Matos is a registered representative with Bankers Life Advisory Services, Inc. Angel is a financial professional with over 10 years of experience, focused on providing investment advisory services to individuals and small businesses. Angel has a strong background in financial planning, portfolio management and insurance. Prior to joining Bankers Life Advisory Services, Inc. Angel was with Citigroup. Angel is also a registered insurance agent with Bankers Life & Casualty Company. Angel's specializations include retirement planning, college savings, insurance, estate planning, and investment advisory services.

Firm Information

Angel Matos is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Non-discretionary investment consulting services

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Angel Matos’s Registration & Firm History

IL

10/30/2024 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angel Matos.
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