BANKERS LIFE ADVISORY SERVICES, INC.
SEC RegisteredWealth Management Solutions
About the firm
Bankers Life Advisory Services, Inc. is an SEC-registered investment advisor offering fee-based investment management, primarily using third-party model portfolios. A Bankers Life Advisory Services Investment Advisor can create a personalized solution built to provide potential long-term investment success.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-based investment management including Professional Third-Party Portfolio Management and Trading, Portfolio Rebalancing, Annual Asset Based Management Fee Structure, Fiduciary Standard of Care, and Quarterly Performance Reporting.
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
Office locations
Advisors at this firm
Showing 100 of 535
Regulatory & compliance
| 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
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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