BANKERS LIFE ADVISORY SERVICES, INC.

Overview

Bankers Life Advisory Services, Inc. is a corporate-structured RIA that registered with the SEC in 2015 and serves both individual & family clients and institutional accounts. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, selecting outside advisers, and running client education programs. The firm charges fees at least in part as a percentage of assets under management and also uses other fee arrangements. The firm maintains affiliations across the financial services ecosystem, including broker-dealer, insurance company, real estate broker and other adviser relationships. It reports being an active ESG investor, which suggests integration of environmental, social or governance considerations into at least some client solutions or product offerings.

Assets & Accounts

Public Holdings

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Location & Offices