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Kari Blanton

Financial Professional at Bankers LIFE Advisory Services, Inc.

Martinez, GACRD #7974998
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kari Blanton is a financial professional associated with Bankers LIFE Advisory Services, Inc. in Martinez, GA, where they have been associated since 2025. They have worked in the securities industry since 2024. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products).

Office

4210 Columbia Road, Suite 14a
Martinez, GA 30907

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Registration type not available
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/9/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 12/15/2024
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/30/2024
SIE
Securities Industry Essentials Examination
Passed 8/19/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Bankers LIFE Advisory Services, Inc.Current
4/11/2025 – Martinez, GA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Bankers LIFE Advisory Services, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other
Firm's annual rate schedule by assets
  • Greater than $4 million0.30%
  • $2 million to $4 million0.40%
  • $1 million to $2 million0.50%
  • $1 million and below1.25%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Fee-based investment management including Professional Third-Party Portfolio Management and Trading, Portfolio Rebalancing, Annual Asset Based Management Fee Structure, Fiduciary Standard of Care, and Quarterly Performance Reporting.

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Fee-based Investment ManagementThird-party Model PortfoliosPortfolio RebalancingFiduciary StandardWealth ManagementRetirement PlanningSEC-registered Investment Advisor

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
533
Offices listed on AdvisorFinder:
26
Main office:
Chicago, IL
SEC file number:
801-106953

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Bankers LIFE Advisory Services, Inc.

Showing 12 of 533 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kari Blanton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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