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 operates as an insurance broker-dealer. The firm registered with the SEC in 2015. Public filings in FINTRX indicate it is not positioned as a capital allocator and does not report serving as a registered investment adviser across multiple states. The dataset also flags that the firm is not identified as an active ESG investor, not a pension consultant, and not a related adviser. Information about the firm's advisory or specific business activities was not provided in the source data. That profile is consistent with an entity whose primary function is brokerage and distribution of insurance and related products rather than managing discretionary investment portfolios.
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 3
Steven Josephson
Chief Operating OfficerCRD 2239540

Kristie Elstrom
Associate Chief Operating OfficerCRD 3112677

Alberta Roberts
Chief Compliance OfficerCRD 2681068
Contacts
3 of 867John 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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