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Bankers Life Advisory Services, Inc. CRD 281285
$2.49B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-28 |
| WA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-08 |
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