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 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
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 860John 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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