BANKERS LIFE SECURITIES, INC.
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 173962
- Registered since
- August 19, 2015
- Website
- bankerslife.com
Firm profile
FINTRXOverview
Bankers Life Securities, Inc. is organized as a corporation and first registered with the SEC in 2015. Publicly available records list the owner type as a domestic entity/individual and classify the firm as unclassified. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not recorded as a multi-state investment adviser, a newly formed adviser, a pension consultant, or a related adviser. The source data does not provide detail on the firm’s specific advisory or brokerage activities, fee models, client segments, or investment approach.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Steven Josephson
Chief Operating OfficerCRD 2239540
KRISTIE ELSTROM
Associate Chief Operating OfficerCRD 3112677
ALBERTA ROBERTS
Chief Compliance OfficerCRD 2681068
Contacts
3 of 857JOHN CHIDESTER
Financial AdvisorCRD 5939194
CYNTHIA SMALLWOOD
Sales RepresentativeCRD 3046783
ALBERT PRENIQI
Unit Sales ManagerCRD 6577495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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