Katie Mcglinn

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

Authority	Category	Status	Date
DE	RA	APPROVED	2026-08-19
MD	RA	APPROVED	2026-08-19

DE RA
APPROVED

Since 2026-08-19
MD RA
APPROVED

Since 2026-08-19

Branch Locations

56 West Main Street, Suite 206, Newark, DE 19702 • 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

Organization	City	State	From	To
Buckley's Tavern	Wilmington	DE	10/2013	05/2025
Bankers Life & Casualty, Inc	Newark	DE	06/2025	Present
Bankers Life Securities, Inc	Newark	DE	03/2026	Present
Bankers Life Advisory Services, Inc	Newark	DE	08/2026	Present

10/2013 → 05/2025

Buckley's Tavern

Wilmington, DE
06/2025 → Present

Bankers Life & Casualty, Inc

Newark, DE
03/2026 → Present

Bankers Life Securities, Inc

Newark, DE
08/2026 → Present

Bankers Life Advisory Services, Inc

Newark, DE

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-11

S66 Uniform Combined State Law Examination

2026-08-11

View on SEC IAPD