A complete list of active advisors currently associated with BCG Securities, inc.

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BCG Securities serves retirement plans (including 401(k) plans) and individual clients, generally those with accounts above the firm’s stated minimums, offering portfolio management, financial planning, wealth management, and pension consulting. The firm reports overall AUM of roughly $894 million and discloses approximately $740 million in non‑discretionary assets, indicating most assets are managed on a non‑discretionary basis. The firm develops recommendations through client interviews and written investment policy statements, implements portfolios directly or via selected independent third‑party managers, and conducts ongoing monitoring of those managers. Financial planning reports, pension‑plan IPS development, and participant education workshops are part of the advisory and consulting services it provides to both individual and plan clients. BCG is also registered as a broker‑dealer and discloses that some supervised persons act as registered representatives and licensed insurance agents, and that the firm may receive commissions, 12b‑1 fees, and insurance compensation for product sales—conflicts it addresses with disclosure and supervisory controls. As a subsidiary of Horace Mann Educators Corp. with an affiliation to Benefits Consulting Group Inc., the firm combines retail advisory services with institutional pension consulting and states it may place, monitor, and replace third‑party managers at its discretion, including without prior client consent.

To learn more about the advisors currently working at BCG Securities, inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.