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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
MO RA APPROVED 2024-11-19
FL RA APPROVED 2021-08-02
  • MO RA
    APPROVED
    Since 2024-11-19
  • FL RA
    APPROVED
    Since 2021-08-02

Branch Locations

2751 Enterprise Rd Ste 201, Orange City, FL 32763 • 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
Bankers Life & Casualty Orange City FL 05/2020 Present
Piercing Pagoda Altamonte Springs FL 11/2010 05/2020
Bankers Life Securities Orange City FL 02/2021 Present
Bankers Life Advisory Services Orange City FL 07/2021 Present
  • 05/2020 → Present
    Bankers Life & Casualty
    Orange City, FL
  • 11/2010 → 05/2020
    Piercing Pagoda
    Altamonte Springs, FL
  • 02/2021 → Present
    Bankers Life Securities
    Orange City, FL
  • 07/2021 → Present
    Bankers Life Advisory Services
    Orange City, FL
Other Businesses

Working for Bankers Life & Casualty (Insurance Company) since May 2020, Currently located in Orange City, FL Description: 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. PHILANTHROPIC EDUCATIONAL ORGANIZATION POSITION: Member, 6/1/2023 will become Corresponding Secretary NATURE: Philanthropic organization which educates women through scholarships, grants, awards, loans and stewardship of Cottey College. INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2022 ADDRESS: 3700 Grand Avenue, Des Moines IA 50312, United States DESCRIPTION: Corresponding Secretary, receives letters from members and present to the local chapter. WEST VOLUSIA CHAMBERS OF COMMERCE POSITION: member NATURE: Marketing - online business directory listing, online calendar event listing, event hosting, spotlight presentations. Networking - attendance at weekly networking meetings, women's networking events, men's networking events. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 132 Treemonte Drive, Orange City FL 32763, United States DESCRIPTION: I will be connected to opportunities for networking, advocacy, education and professional development through an organization devoted to supporting a thriving business environment. NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (NAIFA) POSITION: Member NATURE: Advocate for insurance and financial professionals on behalf of members, clients, consumers of an industry. Educate your community by becoming a subject matter expert and being a resource for the community. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 2901 Telestar Court, Falls Church VA 22042, United States DESCRIPTION: Member. Advocate, Educate, Differentiate. I want to be able to be better at educating my local community o what life insurance can do for them. NAIFA provides avenues to network and volunteering to educate the community.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-06-30
S65 Uniform Investment Adviser Law Examination 2021-07-19
  • S63 Uniform Securities Agent State Law Examination
    2022-06-30
  • S65 Uniform Investment Adviser Law Examination
    2021-07-19
Other Names
  • Teresa Louise Young
  • Terry Young

View on SEC IAPD

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