linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelly C Hoehmann

Bankers Life Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kelly? Claim Your Profile

About Kelly C Hoehmann

Kelly C Hoehmann is an investment advisor representative with Bankers Life Advisory Services, Inc. Kelly is registered with the state of Massachusetts as an investment advisor representative, and is licensed in Arizona, California, Florida and Massachusetts to sell securities. Kelly has been in the financial services industry for over 10 years. Kelly has a Series 66, a Series 7TO, and a SIE license. Kelly has been with Bankers Life and Casualty as a Unit Field Trainer since November 2018. Kelly has expertise in financial planning, portfolio management for individuals, and education seminars. Kelly also provides non-discretionary investment consulting services. Kelly’s clients include high-net-worth individuals and pension and profit-sharing plans.

Firm Information

Kelly Hoehmann 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

check

other

Non-discretionary investment consulting services

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kelly Hoehmann’s Registration & Firm History

IL

11/17/2020 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

Not sure if Kelly C Hoehmann is right for you?

Licenses & Designations

BOTH

Issued 10/08/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly C Hoehmann.
Not sure if Kelly C Hoehmann is right for you?