AdFi
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BANKERS LIFE ADVISORY SERVICES, INC.

SEC Registered

Wealth Management Solutions

CHICAGO, 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

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.

IndividualsHigh Net WorthState/Municipal

Areas of expertise

Fee-based Investment ManagementThird-party Model PortfoliosPortfolio RebalancingFiduciary StandardWealth ManagementRetirement PlanningSec-registered Investment Advisor

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 segmentClientsAssets managed
Individuals (Non-HNW)14,270$2.4B
High Net Worth Individuals5$99M
Charitable Organizations39$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 535

Teresa Louise Abramson
Investment Adviser Representative
Dual-registered
Bruce Winston Adams Jr
Investment Adviser Representative
Investment Adviser Rep
Tyler Allen Adams
Investment Adviser Representative
Dual-registered
Stanley M. P Adler
Investment Adviser Representative
Investment Adviser Rep
Kevin Michael Agan Jr
Investment Adviser Representative
Dual-registered
Brandon Robert Aglietti
Investment Adviser Representative
Dual-registered
Murad Aliyev
Investment Adviser Representative
Dual-registered
Maxine Asha Allen
Investment Adviser Representative
Dual-registered
Brittany Regina Allenson
Investment Adviser Representative
Dual-registered
Kenneth Joaquin Alutin
Investment Adviser Representative
Dual-registered
Anthony Edward Alvarez
Investment Adviser Representative
Dual-registered
Joshua William Anders
Investment Adviser Representative
Investment Adviser Rep
James D Anderson
Investment Adviser Representative
Dual-registered
Samantha J. Anderson
Investment Adviser Representative
Investment Adviser Rep
Steve Paul Apple
Investment Adviser Representative
Investment Adviser Rep
Glen Asbury
Investment Adviser Representative
Dual-registered
Ryan Charles Austin
Investment Adviser Representative
Dual-registered
John Peter Bamberger
Investment Adviser Representative
Dual-registered
John Macarthur Barker Jr
Investment Adviser Representative
Dual-registered
Scott Wilson Barker
Investment Adviser Representative
Dual-registered
Christopher Jason Barrett
Investment Adviser Representative
Dual-registered
William O'Connell Baylog
Investment Adviser Representative
Dual-registered
Jonathan S Beaupre
Investment Adviser Representative
Dual-registered
Kevin Dean Bishop
Investment Adviser Representative
Dual-registered
Richard K Breen
Investment Adviser Representative
Dual-registered
Bradford Kendall Brinkley
Investment Adviser Representative
Investment Adviser Rep
Eugene Edward Brucker III
Investment Adviser Representative
Dual-registered
Francis J Burgoyne II
Investment Adviser Representative
Investment Adviser Rep
Michelle Diane Baker
Investment Adviser Representative
Dual-registered
Rory Lane Baker
Investment Adviser Representative
Dual-registered
Mark Andrew Banac
Investment Adviser Representative
Investment Adviser Rep
Erika Barden
Investment Adviser Representative
Dual-registered
Julie Elise Barker
Investment Adviser Representative
Dual-registered
Larry Wesley Barlow
Investment Adviser Representative
Investment Adviser Rep
Mark Barnes
Investment Adviser Representative
Investment Adviser Rep
Cade Carter Barrett
Investment Adviser Representative
Dual-registered
Christopher Scott Barton
Investment Adviser Representative
Dual-registered
Cade Alexander Baumgart
Investment Adviser Representative
Dual-registered
Bryon Louis Baylog
Investment Adviser Representative
Dual-registered
Gabrielle Avery Baylog
Investment Adviser Representative
Dual-registered
Gregory W Beavers
Investment Adviser Representative
Dual-registered
Stephen Wayne Beckmann
Investment Adviser Representative
Dual-registered
Alissa Marie Bender
Investment Adviser Representative
Dual-registered
Chanell Marie Bennett
Investment Adviser Representative
Dual-registered
Garret Benson
Investment Adviser Representative
Dual-registered
Sarah A Birkin
Investment Adviser Representative
Dual-registered
Alexander Birty
Investment Adviser Representative
Dual-registered
Rolland Winston Blair III
Investment Adviser Representative
Dual-registered
Zenaida Blanchard
Investment Adviser Representative
Dual-registered
Ashley Ryan Blankenship
Investment Adviser Representative
Dual-registered
Kari Blanton
Investment Adviser Representative
Investment Adviser Rep
William Daniel Blond II
Investment Adviser Representative
Dual-registered
Courtney Curtis Boatright
Investment Adviser Representative
Dual-registered
Ryan Joseph Bock
Investment Adviser Representative
Investment Adviser Rep
Stephanie Nicole Boddiford
Investment Adviser Representative
Dual-registered
Brent Alan Boersma
Investment Adviser Representative
Investment Adviser Rep
Clara Bope
Investment Adviser Representative
Dual-registered
Elizabeth Anne Bort
Investment Adviser Representative
Dual-registered
Layton Bourhill
Investment Adviser Representative
Dual-registered
Christopher Lynn Boyd
Investment Adviser Representative
Investment Adviser Rep
Charles Vance Brantley
Investment Adviser Representative
Dual-registered
Mark Richard Brennan
Investment Adviser Representative
Dual-registered
John Robert Briggs
Investment Adviser Representative
Dual-registered
William Albert Brobson
Investment Adviser Representative
Dual-registered
Jacob Tyler Brock
Investment Adviser Representative
Dual-registered
Katherine Koon Brown
Investment Adviser Representative
Investment Adviser Rep
Latosha Lynn Brown
Investment Adviser Representative
Dual-registered
Hayley Ann Brugos
Investment Adviser Representative
Investment Adviser Rep
Brandon Buccieri
Investment Adviser Representative
Investment Adviser Rep
Amanda Sue Burke
Investment Adviser Representative
Dual-registered
Kaiya Burton
Investment Adviser Representative
Dual-registered
William James Carroll
Investment Adviser Representative
Dual-registered
John Clifford Chidester
Investment Adviser Representative
Dual-registered
Chad Collier Clem
Investment Adviser Representative
Dual-registered
Michael Jeffrey Connor
Investment Adviser Representative
Dual-registered
Daniel Patrick Corey
Investment Adviser Representative
Dual-registered
Mitchell Patrick Corley
Investment Adviser Representative
Investment Adviser Rep
Erin A Calabrese
Investment Adviser Representative
Dual-registered
Dominic Campomizzi
Investment Adviser Representative
Dual-registered
Caelan Scott Canady
Investment Adviser Representative
Dual-registered
Francis Patrick Caraco
Investment Adviser Representative
Investment Adviser Rep
Victor M Cardoza
Investment Adviser Representative
Investment Adviser Rep
Dylan Patrick Carr
Investment Adviser Representative
Dual-registered
Kyle Mark Carter
Investment Adviser Representative
Dual-registered
Charles Shelby Cavileer
Investment Adviser Representative
Investment Adviser Rep
William Burton Chappell III
Investment Adviser Representative
Dual-registered
Frederick Joel Childs
Investment Adviser Representative
Dual-registered
Malinda Ann Choate
Investment Adviser Representative
Dual-registered
Carrie Anne Christensen
Investment Adviser Representative
Dual-registered
Yennie Chu
Investment Adviser Representative
Dual-registered
Ryan Churchill
Investment Adviser Representative
Dual-registered
John Felix Ciocca
Investment Adviser Representative
Dual-registered
Casey Gray Clark
Investment Adviser Representative
Dual-registered
Rosemary Claudio
Investment Adviser Representative
Investment Adviser Rep
Adam W Claussen
Investment Adviser Representative
Dual-registered
Adam Russell Clayton
Investment Adviser Representative
Dual-registered
Nicholas Cockerham
Investment Adviser Representative
Dual-registered
James L Cody Jr
Investment Adviser Representative
Investment Adviser Rep
Catherine Ferris Cole
Investment Adviser Representative
Dual-registered
Jacob David Coleman
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#281285
SEC Number
801-106953
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Other
Asset tierAnnual rate
Greater than $4 million0.30%
$2 million to $4 million0.40%
$1 million to $2 million0.50%
$1 million and below1.25%

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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.

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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