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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
GA RA APPROVED 2026-08-17
  • GA RA
    APPROVED
    Since 2026-08-17

Branch Locations

700 Churchill Ct Ste 110 Woodstock, Woodstock, GA 30188 • 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 Woodstock GA 04/2024 Present
Home Depot Athens GA 09/2021 02/2024
The Ups Store Canton GA 01/2020 09/2021
Georgia All-Stars Gymnastics Woodstock GA 06/2019 01/2020
Cherokee County School System Woodstock GA 08/2006 05/2019
Bankers Life Securities, Inc Woodstock GA 05/2025 Present
Bankers Life Advisor Woodstock GA 08/2026 Present
  • 04/2024 → Present
    Bankers Life & Casualty, Inc
    Woodstock, GA
  • 09/2021 → 02/2024
    Home Depot
    Athens, GA
  • 01/2020 → 09/2021
    The Ups Store
    Canton, GA
  • 06/2019 → 01/2020
    Georgia All-Stars Gymnastics
    Woodstock, GA
  • 08/2006 → 05/2019
    Cherokee County School System
    Woodstock, GA
  • 05/2025 → Present
    Bankers Life Securities, Inc
    Woodstock, GA
  • 08/2026 → Present
    Bankers Life Advisor
    Woodstock, GA
Other Businesses

Insurance Agent: 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
S66 Uniform Combined State Law Examination 2026-08-11
  • S66 Uniform Combined State Law Examination
    2026-08-11

View on SEC IAPD

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