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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
CO RA APPROVED 2026-08-11
  • CO RA
    APPROVED
    Since 2026-08-11

Branch Locations

3401 Quebec Street Ste 6500 Denver, Denver, CO 80207 • 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
Blackjack Pizza & Salad Frederick CO 09/2020 02/2021
Frederick High School Frederick CO 07/2019 05/2023
Coal Ridge Middle School Firestone CO 07/2016 05/2019
Carbon Valley Rec Center Frederick CO 04/2022 07/2022
Lamar Community College Lamar CO 07/2023 05/2024
Orginizations 5 Acquisitions Lakewood CO 01/2024 04/2024
Dabella Denver CO 04/2024 05/2024
Unemployed Frederick CO 05/2024 06/2025
St Lawns Llc Fort Lupton CO 06/2025 11/2025
Unemployed Frederick CO 11/2025 12/2025
Bankers Life & Casualty, Inc Denver CO 01/2026 Present
Bankers Life Securities, Inc Denver CO 06/2026 Present
Bankers Life Advisory Denver CO 08/2026 Present
  • 09/2020 → 02/2021
    Blackjack Pizza & Salad
    Frederick, CO
  • 07/2019 → 05/2023
    Frederick High School
    Frederick, CO
  • 07/2016 → 05/2019
    Coal Ridge Middle School
    Firestone, CO
  • 04/2022 → 07/2022
    Carbon Valley Rec Center
    Frederick, CO
  • 07/2023 → 05/2024
    Lamar Community College
    Lamar, CO
  • 01/2024 → 04/2024
    Orginizations 5 Acquisitions
    Lakewood, CO
  • 04/2024 → 05/2024
    Dabella
    Denver, CO
  • 05/2024 → 06/2025
    Unemployed
    Frederick, CO
  • 06/2025 → 11/2025
    St Lawns Llc
    Fort Lupton, CO
  • 11/2025 → 12/2025
    Unemployed
    Frederick, CO
  • 01/2026 → Present
    Bankers Life & Casualty, Inc
    Denver, CO
  • 06/2026 → Present
    Bankers Life Securities, Inc
    Denver, CO
  • 08/2026 → Present
    Bankers Life Advisory
    Denver, CO
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
S66 Uniform Combined State Law Examination 2026-08-10
  • S66 Uniform Combined State Law Examination
    2026-08-10

View on SEC IAPD

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