Bankers Life Securities, Inc.

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
863
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Bankers Life Securities, Inc. is organized as a corporation and appears on SEC records dating to 2015. The entity’s ownership is listed as a mix of a domestic entity and an individual, and its regulatory classification is recorded as unclassified. In its FINTRX snapshot the firm does not identify itself as a capital allocator, an ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not provided descriptive information about its advisory or brokerage activities, client segments, or fee schedules.

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 3
  • Steven Josephson

    Steven Josephson

    Chief Operating OfficerCRD 2239540

  • Kristie Elstrom

    Kristie Elstrom

    Associate Chief Operating OfficerCRD 3112677

  • Alberta Roberts

    Alberta Roberts

    Chief Compliance OfficerCRD 2681068

Contacts

3 of 860
  • John Chidester

    John Chidester

    Financial AdvisorCRD 5939194

  • Cynthia Smallwood

    Cynthia Smallwood

    Sales RepresentativeCRD 3046783

  • Albert Preniqi

    Albert Preniqi

    Unit Sales ManagerCRD 6577495

Unlock 857 more contacts

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