CRD: 281285
Bankers Life Advisory Services, Inc.
Chicago, IL, 60601
8445539083
$2.5B Total AUM
$2.5B Disc. AUM
23.7% 3Y CAGR
433 Employees
14,314 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- PioneerCatalyst beacon
- Established Date
- 08-01-2014
- Office Locations
- 201
Office Locations
10 Patewood Drive STE 450 Greenville SC
100 E Wayne Street STE 150 South Bend IN
100 NE Tudor RD, STE 103 Lee's Summit MO
About Bankers Life Advisory Services, Inc.
Bankers Life Advisory Services, Inc. is a Chicago-based RIA with 201 offices. The firm has been operating for 11 years. Managing $2.5B in total assets under management, with 433 advisory representatives. They custody assets with Pershing. Services offered include 529 Plans, Asset Management, Financial Planning.
Team overview
42 AVG AGE
$5.7M AVG AUM / ADVISOR
$173.8K AVG AUM / CLIENT
4.6 yrs AVG TENURE
433 Employees
433 Advisory Reps
433 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Delta Element Pathway Peak
Client Personas
Value
Custodian
Radial Alpha Legacy legacy Crest Prime Radial unison
Investment Themes
North Signal Alpha glacier North ember Prime meridian Matrix ridge Quantum momentum
Investment Vehicles
Crest Glacier summit Optima vertex
Platform
Timber
Services
Glacier insight Ember Fusion Ridge unison Vital optima Element Timber vertex
Technology
Vector Signal
Owner & Executives
SCOTT LOUIS GOLDBERG
Insurance Agent
- CRD
- --
- Ownership
- Less than 5%
(794) 700-2235
north.insight@oakcapital.com
in linkedin.com/in/prime-matrix
CHERYL LYNN HEILMAN
Advisor, President
- CRD
- #2114445
- Ownership
- Less than 5%
(794) 913-1454
zenith.wave@beaconcapital.com
in linkedin.com/in/quantum-peak
C
Catalyst element
Alpha vital atlas
- CRD
- #20687
- Ownership
- 38.3%
(597) 925-1203
peak.insight@insightcapital.com
in linkedin.com/in/momentum-timber
Showing 2 of 5 owners & executives
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Teresa Louise Abramson
Financial Advisor
- CRD
- #7340721
(657) 483-7123
glacier.meridian@deltacapital.com
in linkedin.com/in/glacier-horizon
T
TYLER ALLEN ADAMS
Financial Advisor
- CRD
- #6155633
(570) 851-6270
delta.glacier@ridgecapital.com
in linkedin.com/in/beacon-beacon
P
Pioneer capital
Catalyst catalyst
- CRD
- #47487
(986) 693-6328
signal.ember@horizoncapital.com
in linkedin.com/in/atlas-eagle
Showing 2 of 524 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,461,873,347 | $132,580 |
| Non-Discretionary | $25,389,614 | $651,016 |
| Total | $2,487,262,961 | $133,666 |
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Separately Managed Accounts
Total SMA Asset: $2,487,262,961
Equity - Exchange:
28.3% Public Funds:
24.5% Cash:
12.8% Municipal Bonds:
34.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $847,695,154 | 28.3% |
| Public Funds | $733,870,363 | 24.5% |
| Cash | $383,409,822 | 12.8% |
| Municipal Bonds | $1,030,413,897 | 34.4% |
| Total | $2,995,389,236 | 100.0% |