DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bankers Life Advisory Services, Inc.
Latest filing Mar 31, 2026
First filing on the tape Nov 13, 2015 · 62 filings
SEC status approved since Nov 18, 2015
RAUM
$2.5B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$2.5B individuals and HNW
Advisors
533
registered through the firm on IAPD
RAUM per advisor
$4.7M
derived; firm RAUM over IAPD count
Employees
433
433 advisory (5.B.1)
Offices
136
beyond the principal office
Private funds
0
reported on Schedule D
History
62 filings and snapshots on the tape
RAUM$2.5B as of Mar 31, 2026
Mar 30, 2016$0 then
HNW client RAUM$99.3M as of Mar 31, 2026
Mar 30, 2023$7.2M then
State-registered IARs (5.B.3)433 as of Mar 31, 2026
Mar 30, 20160 then
Employees (5.A)433 as of Mar 31, 2026
Mar 30, 201611 then
Private funds: no history
RAUM +28% over the last fiscal year+30% a year over threeIARs 384 to 433
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $4.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 27derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $19.9MderivedHNW RAUM over HNW clients
- Average account
- $133,666derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 1.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 3.9derived137 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- +13%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +21%derived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 5.G
- Wrap fee program
- $2.5BreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$2.4B95%
- High-net-worth individuals$99.3M4.0%
- Pension and profit-sharing plans$25.4M1.0%
- Individual clients
- 14,270reported
- HNW clients
- 5reported
- Pension plan clients
- 39reported
- Charitable clients
- n/areported
- Accounts
- 18,608reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $2.5B sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=411.0derived
Advisors registered through the firm
534 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Thomas Joseph O'ConnellChartered Financial Consultant | Bloomington, Il | Feb 26, 2016 | 20 y | 1 |
| Alberta Stephens Roberts | Chicago, Il | Mar 28, 2016 | 30 y | 4 |
| Edmund Kean JohnChartered Financial Consultant | Chicago, Il | Apr 14, 2016 | 26 y | 2 |
| Chad Collier Clem | Chicago, Il | Jun 21, 2016 | 16 y | 1 |
| Richard K Breen | Charlotte, Nc | Jul 1, 2016 | 25 y | 1 |
| Michael Jeffrey Connor | Newark, De | Jul 5, 2016 | 22 y | 5 |
| Kurt Andrew Hayn | King Of Prussia, Pa | Jul 5, 2016 | 26 y | 4 |
| John Peter Bamberger | Chicago, Il | Jul 5, 2016 | 25 y | 5 |
| Todd Barrett O'Connell | Concord, Nh | Jul 5, 2016 | 28 y | 2 |
| James Cahill Gavin | Chicago, Il | Jul 5, 2016 | 32 y | 5 |
| Christopher Jason Barrett | Wilmington, Nc | Jul 5, 2016 | 20 y | 1 |
| Scott Wilson Barker | Chicago, Il | Jul 6, 2016 | 34 y | 3 |
| Christopher Kyle Tietsort | Charlotte, Nc | Jul 6, 2016 | 12 y | 0 |
| Christopher Scott Barton | Portage, Mi | Jul 7, 2016 | 12 y | 1 |
| Adam T MchenryChartered Financial Consultant | Chicago, Il | Jul 11, 2016 | 20 y | 1 |
| Bruce Lyle GliderChartered Financial Consultant | Chicago, Il | Jul 11, 2016 | 34 y | 0 |
| Jeffrey J SharerCertified Financial Planner | Bensalem, Pa | Jul 11, 2016 | 15 y | 0 |
| William O'Connell BaylogChartered Financial Consultant | Chicago, Il | Jul 12, 2016 | 30 y | 1 |
| Eric John DadeChartered Financial Consultant | Chicago, Il | Jul 13, 2016 | 25 y | 1 |
| Anthony Scott Titus | Parkersburg, Wv | Jul 14, 2016 | 15 y | 2 |
| Wesley Vernon Spiker | Chicago, Il | Jul 16, 2016 | 13 y | 0 |
| Mark Conmy | Tampa, Fl | Jul 20, 2016 | 23 y | 1 |
| Kenneth Steven Patterson | Chicago, Il | Jul 27, 2016 | 20 y | 1 |
| Benjamin Byron Stansfield | Brentwood, Tn | Jul 27, 2016 | 12 y | 1 |
| Nicole Stahl | Webster, Tx | Jul 27, 2016 | 16 y | 1 |
| William Kyle Swafford | Chicago, Il | Jul 27, 2016 | 15 y | 1 |
| Adam Charles Shea | Chicago, Il | Jul 27, 2016 | 22 y | 2 |
| Matthew James Peisker | Richardson, Tx | Jul 27, 2016 | 13 y | 1 |
| Wilson Williams | Austin, Tx | Jul 27, 2016 | 13 y | 1 |
| Matthew Nicholas Wedding | Evansville, In | Jul 27, 2016 | 17 y | 1 |
| Michael Scott Nixon | West Des Moines, Ia | Jul 27, 2016 | 16 y | 2 |
| Jonathan David Mills | Chicago, Il | Jul 29, 2016 | 17 y | 1 |
| Mark Steven Thomas | Jacksonville, Fl | Aug 10, 2016 | 16 y | 1 |
| Jason Matthew Prew | Chicago, Il | Aug 16, 2016 | 23 y | 1 |
| Hammish Marvin PhilipCertified Financial Planner, Chartered Financial Consultant | West Palm Beach, Fl | Aug 16, 2016 | 16 y | 1 |
| Sandi Steven Sumner | Chicago, Il | Aug 22, 2016 | 24 y | 1 |
| Lori H MoncadaChartered Financial Consultant | Chicago, Il | Sep 2, 2016 | 21 y | 2 |
| Sally HoffmanCertified Financial Planner | King Of Prussia, Pa | Sep 15, 2016 | 19 y | 0 |
| Eileen Mary SullivanCertified Financial Planner | Chicago, Il | Sep 29, 2016 | 26 y | 1 |
| Theresa Marie Kunkeli | Budford, Ga | Oct 13, 2016 | 13 y | 0 |
Advisor movement
33 left, 27 joined in 12 months
net -6 in 12 months4 left in 90 days10 joined in 90 daysdeparture rate 6.2% of current headcount83 left over 36 months
Left, latest
- Stephen Wayne Beckmann to Integrity Alliance, LLCSep 14, 2026 · Affiliated broker-dealer or bank to another
- Hudson Park to UBS Financial Services Inc.Aug 14, 2026 · Affiliated broker-dealer or bank to wirehouse
- Joshua William Sievers to SavvyAug 11, 2026 · Affiliated broker-dealer or bank to independent RIA
- Danielle Lee Halliday to Pnc Wealth ManagementJul 2, 2026 · Affiliated broker-dealer or bank to another
- Dalton L Smith to LPL Enterprise, LLCJun 18, 2026 · Affiliated broker-dealer or bank to another
- Nathan Michael Hudson to Ae Wealth Management, LLCMay 29, 2026 · Affiliated broker-dealer or bank to another
- Kenneth Joaquin Alutin to LPL Enterprise, LLCMay 22, 2026 · Affiliated broker-dealer or bank to another
- Sean Irvin to Simplicity WealthMay 13, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jason Lawrence Fowler to Foundations Investment Advisors LLCMay 6, 2026 · Affiliated broker-dealer or bank to independent RIA
- Christopher Hartman to Cetera Investment Advisers LLCMay 5, 2026 · Affiliated broker-dealer or bank to another
- Jeremy Dillingham to Success Wealth Management LLCMay 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Tyisha Marie Wolfe to Concurrent Investment Advisors, LLCApr 14, 2026 · Affiliated broker-dealer or bank to independent RIA
- Kristopher Alan Heig to Iams Wealth Management, LLCApr 8, 2026 · Affiliated broker-dealer or bank to independent RIA
- Josiah J Wines to Edward JonesApr 8, 2026 · Affiliated broker-dealer or bank to another
- Evan Mitchell to Stirlingshire InvestmentsMar 31, 2026 · Affiliated broker-dealer or bank to independent RIA
Joined, latest
- Michael Sable from Fidelity Personal And Workplace AdvisorsSep 10, 2026 · Affiliated broker-dealer or bank to another
- Joseph Ryan Perigo from LPL Financial LLCSep 4, 2026 · Affiliated broker-dealer or bank to another
- Britina Clarke from Hightower Advisors, LLCSep 2, 2026 · Affiliated broker-dealer or bank to another
- Cheyanda Myers from MML Investors Services, LLCSep 2, 2026 · Affiliated broker-dealer or bank to another
- Jamshid Seleh from Transamerica Financial Advisors, LLCAug 28, 2026 · Affiliated broker-dealer or bank to another
- Joseph Anthony Gutierrez from Encompass More Asset Management LLCAug 21, 2026 · RIA to affiliated broker-dealer or bank
- Riley Lavancha from Rockbridge Investment Management, LLCAug 7, 2026 · RIA to affiliated broker-dealer or bank
- Laura Scheppele from LPL Financial LLCAug 6, 2026 · Affiliated broker-dealer or bank to another
- Mary Elizabeth Specht from Esi Financial AdvisorsJun 24, 2026 · Other
- Kounian Ding from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 24, 2026 · Wirehouse to affiliated broker-dealer or bank
- James H Terrells from Lodestone Wealth Management LLCJun 17, 2026 · RIA to affiliated broker-dealer or bank
- Seth Smith from Strategic Advisers LLCJun 16, 2026 · Affiliated broker-dealer or bank to another
- Wesley L Lindquist from Elite Income Advisors, Inc.Jun 9, 2026 · RIA to affiliated broker-dealer or bank
- Jean Phillip Joshue Espinosa Barrientos from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 9, 2026 · Wirehouse to affiliated broker-dealer or bank
- Nicholas Cockerham from Raymond James & Associates, Inc.Jun 4, 2026 · Affiliated broker-dealer or bank to another
Teams: two or more advisors moving together within fourteen days, from one state
- 3 left for LPL Financial LLCOct 27, 2025 · Chicago, Il
- 2 left for Edward JonesApr 27, 2021 · Chicago, Il
- 2 left for Integrated Wealth Concepts LLCAug 21, 2020 · Chicago, Il
- 2 left for Pruco Securities, LLCJun 4, 2019 · Chicago, Il
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lynn Cheryl Heilman · Presidentcontrolsince 02/2019 · owns less than 5%
- M Steven Josephson · Chief Operations Officercontrolsince 12/2017 · owns less than 5%
- Stephens Alberta Roberts · Chief Compliance Officer/Secretarycontrolsince 10/2014 · owns less than 5%
- Louis Scott Goldberg · Board Membersince 08/2014 · owns less than 5%
- H Paul Mcdonough · Board Membersince 04/2019 · owns less than 5%
Entity owners
- Cdoc, Inc. · Parent Companydirect · owns 75% or more
- Cno Financial Group, Inc. · Holding Companyindirect · owns 75% or more of Cdoc, Inc. · public reporting company
Related persons
Schedule D 7.A
- 40/86 Advisors, Inc.investment advisernRAUM $30B
- 40|86 Mortgage Capital, Inc.investment companyn
- Bankers Conseco Life Insurance Companyreal estaten
- Bankers Life And Casualty Companyreal estaten
- Bankers Life Securities General Agency, Increal estaten
- Bankers Life Securities, Inc.broker-dealern
- Benetek, Corporationreal estaten
- Cno Bermuda Re, Ltdreal estaten
- Colonial Penn Life Insurance Companyreal estaten
- Conseco Life Insurance Company Of Texasreal estaten
- Creeksource LLCinvestment advisern
- K.F. Agency, Inc.real estaten
- K.F. Insurance Agency Of Massachusetts, Inc.real estaten
- Optavise, LLCreal estaten
- Performance Matters Associates, Inc.real estaten
- Resource Life Insurance Companyreal estaten
- Washington National Insurance Companyreal estaten
Advisers that list Bankers Life Advisory Services, Inc. as a related person
- 107740 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chicago, Il · principal | 526 | 96 | 15 | 1 | |
| Charlotte, Nc | 28 | 4 | 0 | ||
| King Of Prussia, Pa | 14 | 2 | 0 | ||
| Fort Wayne, In | 8 | 3 | 2 | ||
| Greensboro, Nc | 8 | 0 | 0 | ||
| Scarborough, Me | 8 | 1 | 0 | ||
| Syracuse, Ny | 8 | 1 | 0 | ||
| West Des Moines, Ia | 8 | 0 | 0 | ||
| Chantilly, Va | 7 | 2 | 1 | ||
| Waltham, Ma | 7 | 0 | 0 | ||
| Beachwood, Oh | 7 | 2 | 0 | ||
| Louisville, Ky | 7 | 3 | 0 | ||
| Westerville, Oh | 7 | 1 | 0 | ||
| Warwick, Ri | 7 | 3 | 0 | ||
| Brentwood, Tn | 7 | 1 | 0 | ||
| Concord, Nh | 6 | 3 | 0 | ||
| Portage, Mi | 6 | 1 | 1 | ||
| Erie, Pa | 6 | 1 | 0 | ||
| Pittsburgh, Pa | 6 | 1 | 0 | ||
| Richmond, Va | 6 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Charlotte, NC14 employees
- King Of Prussia, PA14 employees
- Charlotte, NC9 employees
- Brentwood, TN8 employees
- West Des Moines, IA8 employees
- Waltham, MA6 employees
- Fort Wayne, IN6 employees
- Richmond, VA6 employees
- Atlanta, GA6 employees
- Mount Laurel, NJ6 employees
- Greensboro, NC6 employees
- Beachwood, OH5 employees
- Parsippany, NJ5 employees
- Grand Rapids, MI5 employees
- University Place, WA5 employees
- Hauppauge, NY5 employees
- Jacksonville, FL5 employees
- West Palm Beach, FL5 employees
- Portage, MI5 employees
- Chantilly, VA4 employees
- Salem, OR4 employees
- Topeka, KS3 employees
- Farmington, CT3 employees
- Spring, TX3 employees
- Erie, PA3 employees
What changed
consecutive filings, newest first
- Accounts · 14,938 to 18,608Feb 12, 2026 to Mar 31, 2026
- Advisory employees · 384 to 433Feb 12, 2026 to Mar 31, 2026
- BD registered reps · 362 to 411Feb 12, 2026 to Mar 31, 2026
- HNW clients · 4 to 5Feb 12, 2026 to Mar 31, 2026
- Individual clients · 11,786 to 14,270Feb 12, 2026 to Mar 31, 2026
- Pension plan clients · 32 to 39Feb 12, 2026 to Mar 31, 2026
- Employees · 384 to 433Feb 12, 2026 to Mar 31, 2026
- State-registered IARs · 384 to 433Feb 12, 2026 to Mar 31, 2026
- Discretionary RAUM · $1.9B to $2.5BFeb 12, 2026 to Mar 31, 2026
- HNW RAUM · $39.1M to $99.3MFeb 12, 2026 to Mar 31, 2026
- Individual RAUM · $1.9B to $2.4BFeb 12, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $20.8M to $25.4MFeb 12, 2026 to Mar 31, 2026
- Pension RAUM · $20.8M to $25.4MFeb 12, 2026 to Mar 31, 2026
- RAUM · $1.9B to $2.5BFeb 12, 2026 to Mar 31, 2026
- Wrap assets (sponsor) · $1.9B to $2.5BFeb 12, 2026 to Mar 31, 2026
- Accounts · 13,089 to 14,938Aug 1, 2024 to Feb 28, 2025
- Advisory employees · 378 to 384Aug 1, 2024 to Feb 28, 2025
- BD registered reps · 347 to 362Aug 1, 2024 to Feb 28, 2025
- Individual clients · 10,542 to 11,786Aug 1, 2024 to Feb 28, 2025
- Pension plan clients · 26 to 32Aug 1, 2024 to Feb 28, 2025
- Employees · 378 to 384Aug 1, 2024 to Feb 28, 2025
- Financial planning clients · 0 to 0Aug 1, 2024 to Feb 28, 2025
- State-registered IARs · 378 to 384Aug 1, 2024 to Feb 28, 2025
- Discretionary RAUM · $1.5B to $1.9BAug 1, 2024 to Feb 28, 2025
- HNW RAUM · $31.6M to $39.1MAug 1, 2024 to Feb 28, 2025
- Individual RAUM · $1.4B to $1.9BAug 1, 2024 to Feb 28, 2025
- Non-discretionary RAUM · $15.8M to $20.8MAug 1, 2024 to Feb 28, 2025
- Pension RAUM · $15.8M to $20.8MAug 1, 2024 to Feb 28, 2025
- RAUM · $1.5B to $1.9BAug 1, 2024 to Feb 28, 2025
- Wrap assets (sponsor) · $1.4B to $1.9BAug 1, 2024 to Feb 28, 2025
- Accounts · 10,292 to 13,089Nov 30, 2023 to Mar 29, 2024
- Advisory employees · 363 to 378Nov 30, 2023 to Mar 29, 2024
- BD registered reps · 332 to 347Nov 30, 2023 to Mar 29, 2024
- HNW clients · 1 to 4Nov 30, 2023 to Mar 29, 2024
- Individual clients · 10,265 to 10,542Nov 30, 2023 to Mar 29, 2024
- Employees · 363 to 378Nov 30, 2023 to Mar 29, 2024
- State-registered IARs · 363 to 378Nov 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.1B to $1.5BNov 30, 2023 to Mar 29, 2024
- HNW RAUM · $7.2M to $31.6MNov 30, 2023 to Mar 29, 2024
- Individual RAUM · $1.1B to $1.4BNov 30, 2023 to Mar 29, 2024
Signals
60 dated events
- Kristina Marie Smith no longer holds an investment adviser registration (last listed at Bankers Life Advisory Services, Inc. on the 2026-09-16 feed)Sep 16, 2026 · Advisor registration ended · derived
- Rebecca Kay Mcardle no longer holds an investment adviser registration (last listed at Bankers Life Advisory Services, Inc. on the 2026-09-14 feed)Sep 14, 2026 · Advisor registration ended · derived
- Stephen Wayne Beckmann no longer holds an investment adviser registration (last listed at Bankers Life Advisory Services, Inc. on the 2026-09-14 feed)Sep 14, 2026 · Advisor registration ended · derived
- Marjan Yavari registered as an investment adviser representative at Bankers Life Advisory Services, Inc.Sep 14, 2026 · Advisor registered · fact
- Kyle Brandon Lapastora registered as an investment adviser representative at Bankers Life Advisory Services, Inc.Sep 14, 2026 · Advisor registered · fact
- Stephen Wayne Beckmann left Bankers Life Advisory Services, Inc. for Integrity Alliance, LLC (registered 2026-09-15)Sep 14, 2026 · Advisor changed firm · fact
- Hudson Park left Bankers Life Advisory Services, Inc. for Ubs Financial Services Inc. (registered 2026-08-14)Aug 14, 2026 · Advisor changed firm · fact
- Joshua William Sievers left Bankers Life Advisory Services, Inc. for Savvy (registered 2026-09-11)Aug 11, 2026 · Advisor changed firm · fact
- Danielle Lee Halliday left Bankers Life Advisory Services, Inc. for Pnc Wealth Management (registered 2026-07-13)Jul 2, 2026 · Advisor changed firm · fact
- Dalton L Smith left Bankers Life Advisory Services, Inc. for Lpl Enterprise, Llc (registered 2026-06-22)Jun 18, 2026 · Advisor changed firm · fact
- Nathan Michael Hudson left Bankers Life Advisory Services, Inc. for Ae Wealth Management, Llc (registered 2026-06-02)May 29, 2026 · Advisor changed firm · fact
- Kenneth Joaquin Alutin left Bankers Life Advisory Services, Inc. for Lpl Enterprise, Llc (registered 2026-05-28)May 22, 2026 · Advisor changed firm · fact
- Sean Irvin left Bankers Life Advisory Services, Inc. for Simplicity Wealth (registered 2026-08-27)May 13, 2026 · Advisor changed firm · fact
- Jason Lawrence Fowler left Bankers Life Advisory Services, Inc. for Foundations Investment Advisors Llc (registered 2026-05-21)May 6, 2026 · Advisor changed firm · fact
- Christopher Hartman left Bankers Life Advisory Services, Inc. for Cetera Investment Advisers Llc (registered 2026-05-14)May 5, 2026 · Advisor changed firm · fact
- Jeremy Dillingham left Bankers Life Advisory Services, Inc. for Success Wealth Management Llc (registered 2026-05-11)May 1, 2026 · Advisor changed firm · fact
- Tyisha Marie Wolfe left Bankers Life Advisory Services, Inc. for Concurrent Investment Advisors, Llc (registered 2026-04-10)Apr 14, 2026 · Advisor changed firm · fact
- Josiah J Wines left Bankers Life Advisory Services, Inc. for Edward Jones (registered 2026-06-08)Apr 8, 2026 · Advisor changed firm · fact
- Kristopher Alan Heig left Bankers Life Advisory Services, Inc. for Iams Wealth Management, Llc (registered 2026-04-22)Apr 8, 2026 · Advisor changed firm · fact
- Evan Mitchell left Bankers Life Advisory Services, Inc. for Stirlingshire Investments (registered 2026-03-25)Mar 31, 2026 · Advisor changed firm · fact
- Bankers Life Advisory Services, Inc. reported RAUM $2.5B, up 28% from $1.9B (2026-02-12 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Brittany White left Bankers Life Advisory Services, Inc. for Empower Advisory Group, Llc (registered 2026-07-09)Mar 27, 2026 · Advisor changed firm · fact
- Thomas Ralph Pitts left Bankers Life Advisory Services, Inc. for Simplicity Wealth (registered 2026-03-24)Mar 17, 2026 · Advisor changed firm · fact
- Benjamin Eggleston left Bankers Life Advisory Services, Inc. for Allstate Financial Advisors, Llc (registered 2026-04-28)Mar 6, 2026 · Advisor changed firm · fact
- Anthony M Fisher left Bankers Life Advisory Services, Inc. for Thrivent Investment Management Inc. (registered 2026-05-27)Feb 24, 2026 · Advisor changed firm · fact
- Jonathan Lee Whitver left Bankers Life Advisory Services, Inc. for Lpl Financial Llc (registered 2026-01-22)Jan 21, 2026 · Advisor changed firm · fact
- Jordan David Wright left Bankers Life Advisory Services, Inc. for Gradient Advisors, Llc (registered 2026-01-30)Jan 7, 2026 · Advisor changed firm · fact
- Alec Luna left Bankers Life Advisory Services, Inc. for Principal Advised Services (registered 2026-01-23)Dec 26, 2025 · Advisor changed firm · fact
- Patrick Ryne Mckinley left Bankers Life Advisory Services, Inc. for Key Investment Services Llc (registered 2025-12-09)Dec 8, 2025 · Advisor changed firm · fact
- Jeremy Goscenski left Bankers Life Advisory Services, Inc. for Northwestern Mutual Investment Services,Llc (registered 2026-02-02)Nov 19, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- bankerslife.com/bankers-life-securities/bankers-life-advisorreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 844-553-9083reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $4.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026