A complete list of active advisors currently associated with SBL Investment Advisors, LLC
Warmer can help you find a great advisor at SBL Investment Advisors, LLC or one who fits your needs even better.
SBL Investment Advisors, LLC provides advisory services to individuals and high‑net‑worth clients and maintains a very small client roster. The firm does not manage client assets directly; instead it recommends third‑party investment managers and assists clients with enrollment, paperwork and ongoing liaison services, and it also offers insurance products through its licensed insurance activities. After gathering clients’ financial information and objectives, SBL assesses suitability and recommends one or more third‑party managers, monitors their performance, and reviews quarterly statements on behalf of clients; custody and billing are handled by the selected managers or custodians. The firm generally operates in a non‑discretionary capacity, does not execute trades for client accounts itself, and does not vote client proxies. Distinctive aspects include an affiliated insurance practice in which the firm’s principal spends the majority of their time and through which he receives commission income, and the firm’s receipt of referral/solicitor fees from recommended third‑party managers—each disclosed as potential conflicts of interest. Unlike many independent advisors, SBL does not provide direct portfolio management for individuals, does not charge a direct percentage‑of‑AUM fee itself, and does not carry professional liability insurance.
To learn more about the advisors currently working at SBL Investment Advisors, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Overland Park, KS
| 26
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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