BANKERS LIFE SECURITIES, INC.

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
860
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 first registered with the SEC in 2015. Publicly available records list the owner type as a domestic entity/individual and classify the firm as unclassified. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not recorded as a multi-state investment adviser, a newly formed adviser, a pension consultant, or a related adviser. The source data does not provide detail on the firm’s specific advisory or brokerage activities, fee models, client segments, or investment approach.

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

    Chief Operating OfficerCRD 2239540

  • KRISTIE ELSTROM

    Associate Chief Operating OfficerCRD 3112677

  • ALBERTA ROBERTS

    Chief Compliance OfficerCRD 2681068

Contacts

3 of 857
  • JOHN CHIDESTER

    Financial AdvisorCRD 5939194

  • CYNTHIA SMALLWOOD

    Sales RepresentativeCRD 3046783

  • ALBERT PRENIQI

    Unit Sales ManagerCRD 6577495

Unlock 854 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