Bankers Life Securities, Inc.

Broker-DealerFINRA MemberEst. 2015
Total AUM
—
Advisory reps
873
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
173962
Registered since
August 19, 2015

Firm profile

FINTRX

Overview

Bankers Life Securities, Inc. operates as a corporation classified in FINTRX as an insurance broker‑dealer. The firm first registered with the SEC in 2015 and is listed as a domestically owned entity with individual ownership. FINTRX does not identify the firm as a capital allocator or a registered investment adviser; related advisory activities, fee structure, and specific business lines are not provided in the dataset. The snapshot also flags that the firm is not an active ESG investor, is not registered as a multi‑state adviser, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Kristie Elstrom

    Kristie Elstrom

    Associate Chief Operating OfficerCRD 3112677

  • Steven Josephson

    Steven Josephson

    Chief Operating OfficerCRD 2239540

  • Alberta Roberts

    Alberta Roberts

    Chief Compliance OfficerCRD 2681068

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Contacts

3 of 869
  • Sally Hoffman

    Sally Hoffman

    Financial AdvisorCRD 5673158

  • Michael Nixon

    Michael Nixon

    Financial RepresentativeCRD 5673343

  • Maxine Allen

    Maxine Allen

    Compliance Senior AnalystCRD 5694281

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
303 E Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth