Bankers Life Advisory Services Review

Trust Score 80%
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Last updated: May 26th, 2019. Data source: SEC filings.

Bankers Life Advisory Services, federally registered in 2015, is a Registered Investment Advisor (RIA) in 44 state(s) with a licensed staff of 203 advisors. Bankers Life Advisory Services manages $324.0 million and provides investment advisory services for 2,565 clients (1:13 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $126,319
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $324.0 million
Advisor / Client Ratio 1:13
Headquarters Chicago, IL
SEC Filings Forms and Brochures    (CRD # 281285)
State(s) Registered AL, AZ, AR, CA, CO, CT, DE, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI

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