Richard Gregory George

Employer firm

Bankers Life Advisory Services, Inc. CRD 281285

$2.49B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 02/2020
  Morgan Stanley Smith Barney
  Chicago, IL
• 01/2015 → 02/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2024 → Present
  Bankers Life & Casualty
  Chicago, IL
• 06/2025 → Present
  Bankers Life Securities
  Chicago, IL
• 02/2020 → 08/2024
  Advocate Health Advisors
  Chicago, IL
• 10/2025 → Present
  Bankers Life Advisory
  Chicago, IL

Previous Registrations

• 2012-03-22 → 2020-02-25
  Morgan Stanley
  Chicago, IL
  Chicago, IL
• 2002-11-12 → 2012-03-30
  Ubs Financial Services Inc.
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. PHYSICIANS MUTUAL POSITION: Insurance Agent NATURE: Medicare and dental insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: P.O Box 3313, Omaha NE 68103, United States DESCRIPTION: Selling Medicare and Dental insurance SECURITY HEALTH/MARSHFIELD CLINIC POSITION: Insurance Agent NATURE: Medicare Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 1000 N Oak Ave, Marshfield WI 54449, United States DESCRIPTION: Selling Medicare policies UNITED HEALTHCARE POSITION: Insurance Agent NATURE: Medicare insurance policies INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: P.O. Box 5280, Kingston NY 12402, United States DESCRIPTION: Selling Medicare policies HEALTH CARE SERVICE/BCBS OF IL POSITION: Insurance Agent NATURE: Medicare insurance policies INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: P.O Box 3418, Scranton PA 18505, United States DESCRIPTION: Selling Medicare policies AETNA POSITION: Insurance Agent NATURE: Medicare insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 151 Farmington Ave, Hartford CT 06156, United States DESCRIPTION: Selling Medicare policies HUMANA POSITION: Insurance Agent NATURE: Medicare Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 101 E Main St, Louisville KY 40202, United States DESCRIPTION: Selling Medicare policies MUTUAL OF OMAHA POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 3300 Mutual of Omaha Plaza, Omaha NE 68175, United States DESCRIPTION: Previously sold Medicare policies

Exams

• S66 Uniform Combined State Law Examination
  2025-10-28
• S63 Uniform Securities Agent State Law Examination
  1995-02-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Richard George
• George