BL
BANKERS LIFE ADVISORY SERVICES, INC.
SEC RegisteredCHICAGO, ILhttps://bankerslife.com/bankers-life-securities/bankers-life-advisory-services-inc844-553-9083
Assets Under Management
$1B–$5B
Employees
433
Office Locations
26 offices
Total Accounts
18608
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 14,270 | $2.4B |
| High Net Worth Individuals | 5 | $99M |
| Charitable Organizations | 39 | $25M |
0 total clients reported on Form ADV.
Leadership
Alberta Stephens Roberts
CHIEF COMPLIANCE OFFICER/SECRETARY
William Dudley Webb
PRESIDENT/CEO/CFO/DIRECTOR
Inc. Cdoc
PARENT COMPANY
Inc. Cno Financial Group
HOLDING COMPANY
Steven M Josephson
DIRECTOR
Office locations
26 offices in 19 states
IL
CHICAGOHQ
MA
WALTHAM
PA
KING OF PRUSSIA
IN
FORT WAYNE
KS
TOPEKA
FL
WEST PALM BEACH
FL
JACKSONVILLE
NC
CHARLOTTE
NJ
PARSIPPANY
TN
BRENTWOOD
MI
GRAND RAPIDS
VA
CHANTILLY
VA
RICHMOND
NY
HAUPPAUGE
GA
ATLANTA
WA
UNIVERSITY PLACE
NJ
MOUNT LAUREL
CT
FARMINGTON
IA
WEST DES MOINES
MI
PORTAGE
OH
BEACHWOOD
NC
GREENSBORO
PA
ERIE
TX
SPRING
OR
SALEM
NC
CHARLOTTE
Advisors at this firm
Showing 100 of 209
Teresa Louise Abramson
Investment Adviser Representative
Bruce Winston Adams
Investment Adviser Representative
Tyler Allen Adams
Investment Adviser Representative
Stanley M. P Adler
Investment Adviser Representative
Kevin Michael Agan
Investment Adviser Representative
Murad Aliyev
Investment Adviser Representative
Maxine Asha Allen
Investment Adviser Representative
Brittany Regina Allenson
Investment Adviser Representative
Kenneth Joaquin Alutin
Investment Adviser Representative
Anthony Edward Alvarez
Investment Adviser Representative
Joshua William Anders
Investment Adviser Representative
James D Anderson
Investment Adviser Representative
Samantha J. Anderson
Investment Adviser Representative
Steve Paul Apple
Investment Adviser Representative
Glen Asbury
Investment Adviser Representative
Ryan Charles Austin
Investment Adviser Representative
Michelle Diane Baker
Investment Adviser Representative
Mark Andrew Banac
Investment Adviser Representative
Larry Wesley Barlow
Investment Adviser Representative
Mark Barnes
Investment Adviser Representative
Cade Alexander Baumgart
Investment Adviser Representative
Gabrielle Avery Baylog
Investment Adviser Representative
Stephen Wayne Beckmann
Investment Adviser Representative
Alissa Marie Bender
Investment Adviser Representative
Sarah A Birkin
Investment Adviser Representative
Alexander Birty
Investment Adviser Representative
Ashley Ryan Blankenship
Investment Adviser Representative
Kari Blanton
Investment Adviser Representative
Stephanie Nicole Boddiford
Investment Adviser Representative
Brent Alan Boersma
Investment Adviser Representative
Elizabeth Anne Bort
Investment Adviser Representative
Mark Richard Brennan
Investment Adviser Representative
William Albert Brobson
Investment Adviser Representative
Jacob Tyler Brock
Investment Adviser Representative
Hayley Ann Brugos
Investment Adviser Representative
Brandon Buccieri
Investment Adviser Representative
Amanda Sue Burke
Investment Adviser Representative
Erin A Calabrese
Investment Adviser Representative
Francis Patrick Caraco
Investment Adviser Representative
Malinda Ann Choate
Investment Adviser Representative
Carrie Anne Christensen
Investment Adviser Representative
Rosemary Claudio
Investment Adviser Representative
Adam W Claussen
Investment Adviser Representative
Adam Russell Clayton
Investment Adviser Representative
Catherine Ferris Cole
Investment Adviser Representative
Jacob David Coleman
Investment Adviser Representative
Michael Anthony Collins
Investment Adviser Representative
Julien A Colon
Investment Adviser Representative
Mark Conmy
Investment Adviser Representative
Christopher Cooper
Investment Adviser Representative
Sean Copeland
Investment Adviser Representative
Cody Allen Copple
Investment Adviser Representative
Todd David Cross
Investment Adviser Representative
Kennie McKown Day
Investment Adviser Representative
Charles Anthony Deangellis
Investment Adviser Representative
Alex Kendall Didat
Investment Adviser Representative
Kirk Allen Duensing
Investment Adviser Representative
Trevor Durham
Investment Adviser Representative
Kristie Ann Elstrom
Investment Adviser Representative
Shawn Michael Emmons
Investment Adviser Representative
Brian Engelhardt
Investment Adviser Representative
Kathleen Fechik
Investment Adviser Representative
Lloyd Michael Fechik
Investment Adviser Representative
Mark Anthony Feliciano
Investment Adviser Representative
August Anthony Ferretti
Investment Adviser Representative
Tommy John Fitzpatrick
Investment Adviser Representative
Alison Dale Free
Investment Adviser Representative
Brad Anthony Freitas
Investment Adviser Representative
Gunnar Swain Gavin
Investment Adviser Representative
Sandra K Gentry
Investment Adviser Representative
Lucia Ann George
Investment Adviser Representative
Nevine Magdy George
Investment Adviser Representative
Richard Gregory George
Investment Adviser Representative
Lee Alexander Giordano
Investment Adviser Representative
Larry M Goldberg
Investment Adviser Representative
Paul Michael Gormanson
Investment Adviser Representative
Mustaf Grajqevci
Investment Adviser Representative
April Lynn Grant
Investment Adviser Representative
Richard Hyde Gregory
Investment Adviser Representative
Ioan Grigor
Investment Adviser Representative
Michael F Grunauer
Investment Adviser Representative
Milla Gudukas
Investment Adviser Representative
Bilal M Hamideh
Investment Adviser Representative
Austin D Hamlett
Investment Adviser Representative
Bradley A Hampton
Investment Adviser Representative
Robert Alan Harscheid
Investment Adviser Representative
Kurt Andrew Hayn
Investment Adviser Representative
Cheryl Lynn Heilman
Investment Adviser Representative
Dalton Anthony Heim
Investment Adviser Representative
Nima Helmi
Investment Adviser Representative
Kristopher Robert Hissam
Investment Adviser Representative
Brynner Jw Holland
Investment Adviser Representative
Rita P Hollingsworth
Investment Adviser Representative
Daniel Austin Holloway
Investment Adviser Representative
Kate Marie Holton
Investment Adviser Representative
Mark Andrew Holton
Investment Adviser Representative
Jeff Hood
Investment Adviser Representative
Vanessa Inesti
Investment Adviser Representative
Susan Izyk
Investment Adviser Representative
Jonathan Erik James
Investment Adviser Representative
Regulatory & compliance
CRD number
#281285
SEC Number
801-106953
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Other
| Asset tier | Annual rate |
|---|---|
| Greater than $4 million | 0.30% |
| $2 million to $4 million | 0.40% |
| $1 million to $2 million | 0.50% |
| $1 million and below | 1.25% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BANKERS LIFE ADVISORY SERVICES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.