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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 | 2026-07-20 |
Branch Locations
6135 Ne 80Th Ave Unit A5, Portland, OR 97218 • 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 |
|---|---|---|---|---|
| Pruco Securities Llc | Lake Oswego | OR | 05/2024 | 11/2024 |
| Jims Llc | Portland | OR | 07/2016 | 01/2024 |
| Ups | Portland | OR | 12/2022 | 01/2023 |
| Unemployeed | Portland | OR | 01/2024 | 05/2024 |
| Lpl Enterprise, Llc | Lake Oswego | OR | 11/2024 | 01/2025 |
| Bankers Life & Casualty, Inc | Portland | OR | 06/2025 | Present |
| Unemployed | Portland | OR | 02/2025 | 06/2025 |
| Bankers Life Securities, Inc | Portland | OR | 07/2025 | Present |
| Bankers Life Securities, Inc | Portland | OR | 07/2026 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-27 |
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