Bankers Life Securities, Inc.

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
870
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 operates as an insurance broker-dealer. The firm registered with the SEC in 2015. Public filings in FINTRX indicate it is not positioned as a capital allocator and does not report serving as a registered investment adviser across multiple states. The dataset also flags that the firm is not identified as an active ESG investor, not a pension consultant, and not a related adviser. Information about the firm's advisory or specific business activities was not provided in the source data. That profile is consistent with an entity whose primary function is brokerage and distribution of insurance and related products rather than managing discretionary investment portfolios.

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 867
  • John Chidester

    John Chidester

    Financial AdvisorCRD 5939194

  • Cynthia Smallwood

    Cynthia Smallwood

    Sales RepresentativeCRD 3046783

  • Albert Preniqi

    Albert Preniqi

    Unit Sales ManagerCRD 6577495

Unlock 864 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