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Michelle Diane Baker

Bankers Life Advisory Services, Inc.

Arvada, CO

Chicago, IL

CRD 4725292

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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:

Current Employers
Bankers Life Advisory Services, Inc.

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-05-24
  • CO RA
    APPROVED
    Since 2021-05-24

Branch Locations

Arvada, CO • United States

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jefferson County Public Schools Arvada CO 08/2016 01/2018
Independent Consultant Arvada CO 02/2018 Present
Bankers Life Securities, Inc Arvada CO 09/2020 Present
Bankers Life Advisory Services Arvada CO 05/2021 Present
  • 08/2016 → 01/2018
    Jefferson County Public Schools
    Arvada, CO
  • 02/2018 → Present
    Independent Consultant
    Arvada, CO
  • 09/2020 → Present
    Bankers Life Securities, Inc
    Arvada, CO
  • 05/2021 → Present
    Bankers Life Advisory Services
    Arvada, CO
Previous Registrations
  • 2005-05-06 → 2010-05-11
    Ameritas Investment Company, Llc
    Lincoln, NE
    Lincoln, NE
    Lincoln, NE
Other Businesses

Independent Consultant

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-19
S63 Uniform Securities Agent State Law Examination 2004-09-29
  • S66 Uniform Combined State Law Examination
    2021-05-19
  • S63 Uniform Securities Agent State Law Examination
    2004-09-29
Other Names
  • Michelle D Nevius
  • Michelle Diane Nevius

View on SEC IAPD

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