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BANKERS LIFE ADVISORY SERVICES, INC.
CRD 281285 · SEC 801-106953
303 E. WACKER DRIVE, STE 500, CHICAGO, IL, 60601, United States
Phone
844-553-9083
Fax
(312) 396-7030
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.49B
Discretionary AUM
$2.46B
Team
433 total employees; 433 advisory reps
Clients
0
Fees
Percentage of AUM; NON-DISCRETIONARY INVESTMENT CONSULTING SERVICES
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14270 | $2.36B |
| High net worth individuals | 5 | $99.3M |
| Pension/profit sharing plans | 39 | $25.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD