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Bankers Life Advisory Services, Inc. CRD 281285
$2.49B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-10-05 |
Branch Locations
500 Penn Center Blvd, Ste 300, Pittsburgh, PA 15235 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Pittsburgh | PA | 10/2019 | Present |
| Gutter Helmet | Plum | PA | 06/2019 | 10/2019 |
| Unemployed | Pittsburgh | PA | 02/2019 | 06/2019 |
| Kmart Corporation | New Kensington | PA | 01/2015 | 02/2019 |
| Bankers Life Securities, Inc | Pittsburgh | PA | 01/2021 | Present |
| Bankers Life Advisory Services, Inc | Pittsburgh | PA | 10/2021 | Present |
Agent working for Bankers Life and Casualty as an Insurance producer since 10/2019 and Unit Field trainer since 06/2020 in Pittsburgh, PA. Selling life insurance, long term care, Medicare plans, and fixed annuity contracts. Approximately 200 hours a month are dedicated to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-13 |
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