John Peter Bamberger

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

• 10/2006 → Present
  Bankers Life & Casualty, Inc
  Erie, PA
• 06/2016 → Present
  Bankers Life Securities, Inc
  Erie, PA
• 07/2016 → Present
  Bankers Life Advisory Services, Inc
  Erie, PA

Previous Registrations

• 2008-01-16 → 2009-11-12
  Peak Securities Corporation
  Erie, PA
  Largo, FL
• 2006-11-06 → 2007-07-25
  Uvest Financial Services Group, Inc.
  Erie, PA
  Charlotte, NC
• 2006-06-01 → 2006-07-13
  Invest Financial Corporation
  Erie, PA
• 2004-01-01 → 2006-03-06
  Pnc Wealth Management Llc
  Mckean, PA
  Erie, PA
  Erie, PA
  Erie, PA
• 2003-05-30 → 2004-01-01
  J.J.B. Hilliard, W.L. Lyons, Llc
  Erie, PA

Other Businesses

1. BANKERS LIFE & CASUALTY; 3939 W RIDGE ROAD, SUITE B-8, ERIE, PA 16506; INSURANCE AGENT; SALES & SERVICE OF INSURANCE PRODUCTS; START-10/2006; 200 HRS/MONTH. 2. JOHN BAMBERGER; 2628 COCHRAN ST, ERIE, PA 16508; PROPERTY OWNER; LANDLORD, DELEGATE REPAIRS, PROCESS APPLICATIONS; START-02/1991; 4 HRS/MONTH. BANKERS LIFE & CASUALTY, INC POSITION: AGENT NATURE: MARKETING AND SALES OF INDEX ANNUITIES AND OTHER INSURANCE PRODUCTS INVESTMENT RELATED: NO NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 150 START DATE: 10/06/2006 ADDRESS: 3939 WEST RIDGE RD. SUITE B-8, ERIE PA 16506 DESCRIPTION: MARKETING AND SALES OF INSURANCE PRODUCTS BANKERS LIFE & CASUALTY POSITION: INSURANCE AGENT NATURE: SALE OF FIXED INSURANCE AND ANNUITY PRODUCTS INVESTMENT RELATED: YES NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 200 START DATE: 10/06/2006 ADDRESS: 3939 WEST RIDGE ROAD, SUITE B8, ERIE PA 16506 DESCRIPTION: SELL FIXED INSURANCE AND ANNUITY PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-26
• S63 Uniform Securities Agent State Law Examination
  2001-03-17

Other Names

• John P. Bamberger