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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
TX RA APPROVED_RES 2025-06-25
NE RA APPROVED 2016-07-27
  • TX RA
    APPROVED_RES
    Since 2025-06-25
  • NE RA
    APPROVED
    Since 2016-07-27

Branch Locations

509 East 4Th Street Ste F, North Platte, NE 69101 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • 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 North Platte NE 07/2006 Present
Bankers Life Securities, Inc. North Platte NE 05/2016 Present
Bankers Life And Casualty North Platte NE 07/2006 Present
Bankers Life Advisory Services North Platte NE 07/2016 Present
  • 07/2006 → Present
    Bankers Life & Casualty
    North Platte, NE
  • 05/2016 → Present
    Bankers Life Securities, Inc.
    North Platte, NE
  • 07/2006 → Present
    Bankers Life And Casualty
    North Platte, NE
  • 07/2016 → Present
    Bankers Life Advisory Services
    North Platte, NE
Previous Registrations
  • 2013-08-19 → 2016-05-27
    Concourse Financial Group Securities, Inc.
    Birmingham, AL
    North Platte, NE
    North Platte, NE
    Birmingham, AL
Other Businesses

BANKERS LIFE AND CASUALTY POSITION: AGENT/UNIT SALES MANAGER NATURE: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 07/2006 ADDRESS: 675 HALLIGAN DR, NORTH PLATTE NE 69101 DESCRIPTION: NON VARIABLE INSURANCE SALES AND SERVICE. TRAIN AND MANAGE INSURANCE AGENTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-25
  • S66 Uniform Combined State Law Examination
    2013-06-25
Other Names
  • Ken Patterson
  • Kenneth Steven Patterson

View on SEC IAPD

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