Bankers Life Advisory Services, Inc.
● SEC registered since 2015CRD 281285SEC# 801-106953Chicago, IL
Reg. AUM
$2.49B
Employees
433
Accounts
18,608
Location
Chicago, IL
Bankers Life Advisory Services, Inc. assets under management
Bankers Life Advisory Services, Inc. is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2015. It reports $2.5 billion in regulatory assets under management and employs 433 people.
Bankers Life Advisory Services, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alberta Stephens Roberts Control | Chief Compliance Officer/Secretary | Under 5% | 2014 |
| Cdoc, Inc. Control | Parent Company | Over 75% | 2014 |
| Cheryl Lynn Heilman Control | President | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Bankers Life Advisory Services, Inc. manage?
Bankers Life Advisory Services, Inc. reports $2.5 billion in regulatory assets under management on its Form ADV.
How many employees does Bankers Life Advisory Services, Inc. have?
Bankers Life Advisory Services, Inc. reports 433 employees.
Where is Bankers Life Advisory Services, Inc. located?
Bankers Life Advisory Services, Inc. is based in Chicago, IL and has been SEC-registered since 2015.
Does Bankers Life Advisory Services, Inc. disclose fund performance?
Bankers Life Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 303 E. Wacker Drive, Ste 500, Chicago, IL 60601 |
| Phone | 844-553-9083 |
| Fax | (312) 396-7030 |
| Office hours | 8:00 a.m. - 5:00 p.m. - (Cst) |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.49B▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$2.49Bregulatory AUM
Discretionary $2.46BNon-discretionary $25.4M