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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
OR RA APPROVED 2026-07-28
WA RA APPROVED 2026-07-10
  • OR RA
    APPROVED
    Since 2026-07-28
  • WA RA
    APPROVED
    Since 2026-07-10

Branch Locations

2101 Ne 129Th Street Ste 105 , Vancouver, WA 98686 • 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 Vancouver WA 01/2021 Present
Unemployment Ridgefield WA 03/2020 12/2020
Als Group Usa Corp Kelso WA 05/1991 03/2021
Bankers Life Securities, Inc Vancouver WA 08/2023 Present
Bankers Life Advisory Vancouver WA 07/2026 Present
  • 01/2021 → Present
    Bankers Life & Casualty, Inc
    Vancouver, WA
  • 03/2020 → 12/2020
    Unemployment
    Ridgefield, WA
  • 05/1991 → 03/2021
    Als Group Usa Corp
    Kelso, WA
  • 08/2023 → Present
    Bankers Life Securities, Inc
    Vancouver, WA
  • 07/2026 → Present
    Bankers Life Advisory
    Vancouver, WA
Other Businesses

BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer / Insurance Producer NATURE: Insurance sales. INVESTMENT RELATED: No NUMBER OF HOURS: 190 SECURITIES TRADING HOURS: 160 START DATE: 01/16/2021 ADDRESS: 5933 NE Win Sivers Dr, Suite 204, Portland OR 97220, United States DESCRIPTION: Recruit and train insurance agents. 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 2026-07-08
S63 Uniform Securities Agent State Law Examination 2023-10-08
  • S66 Uniform Combined State Law Examination
    2026-07-08
  • S63 Uniform Securities Agent State Law Examination
    2023-10-08

View on SEC IAPD

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