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Todd Wiswell

Advisor at Bankers Life Advisory Services, Inc.

Updated today

Location

Cape Girardeau, MO 63703

Credentials

Series 66

Industry experience

20 years

About

Todd Wiswell is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 20 years of industry experience. He has worked at various Bankers Life entities since 2009 and was previously with ProEquities, Inc. from 2010 to 2016. In addition to his advisory role, he serves as a Branch Sales Manager, overseeing agent hiring and training as well as insurance sales and recruiting. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis to guide investment decisions.

Client services

Based on Bankers Life Advisory Services, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Bankers Life Advisory Services, Inc.

Wealth management

Occupation focus

Based on Bankers Life Advisory Services, Inc.

Retired

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Fee options

Percentage

0.50% to 2.5% annually (negotiable) for Portfolio Management Services

Commissions

Certain Investment Advisors are registered representatives and earn commissions from brokerage and insurance product sales separately.

Project-based

Hourly fees charged for Investment Consulting Services; specific rates set forth in consulting contracts.

Other

Fee-only: Investment Consulting Services charged on an hourly rate basis, fees negotiable and may be reduced or waived.

Location

3065 William St, Ste 309

Cape Girardeau, MO 63703

Most active in

Missouri · Oklahoma

Work history

Bankers Life Securities

2019 - Present (7 years)

Bankers Life & Casualty, Inc

2019 - Present (7 years)

Bankers Life Advisory Services, Inc

2019 - Present (7 years)

Bankers Life Securities, INC.

2016 - 2019 (3 years)

Bankers Life

2015 - 2019 (4 years)

Bankers Life And Casualty Company

2009 - 2019 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Active portfolio management Factor investing / smart beta Options & derivatives strategies
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