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Kyle James Elliott

Bankers Life Advisory Services, Inc.

Louisville, KY

Chicago, IL

CRD 5834386

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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
KY RA APPROVED 2025-03-26
  • KY RA
    APPROVED
    Since 2025-03-26

Branch Locations

9520 Ormsby Station Road Suite 100, Louisville, KY 40223 • 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, Inc Louisville KY 08/2005 Present
Bankers Life Advisory Services, Inc Louisville KY 05/2020 05/2022
Bankers Life Advisory Services, Inc Louisville KY 10/2023 Present
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-24
  • S65 Uniform Investment Adviser Law Examination
    2025-03-24

View on SEC IAPD

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