Robert Alan Harscheid

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

• 08/2005 → Present
  Bankers Life & Casualty Co.
  Chantilly, VA
• 05/2016 → Present
  Bankers Life Securities, Inc.
  Chantilly, VA
• 08/2005 → 01/2018
  Bankers Life And Casualty
  Chantilly, VA
• 11/2016 → Present
  Bankers Life Advisory Services, Inc
  Chantilly, VA

Previous Registrations

• 2012-10-22 → 2016-05-27
  Concourse Financial Group Securities, Inc.
  Chantilly, VA
  Birmingham, AL

Other Businesses

BANKERS LIFE AND CASUALTY COMPANY POSITION: UNIT SALES MANAGER/INSURANCE AGENT NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 08/01/2005 ADDRESS: 4501 SINGER COURT, SUITE 325, CHANTILLY VA 20151 DESCRIPTION: MANAGE AND TRAIN INSURANCE SALES AGENTS, SELL INSURANCE PRODUCTS (LIFE, HEALTH, ANNUITY).

Exams

• S66 Uniform Combined State Law Examination
  2012-10-18

Other Names

• Bob Harscheid