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BANKERS LIFE ADVISORY SERVICES, INC.

CHICAGO, IL · CRD 281285 · IAPD ↗ · bankerslife.com · 844-553-9083

$2.49BRegulatory AUM
433Advisory reps
433Employees
0Clients
0Planning clients
0Private funds
52States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — BANKERS LIFE ADVISORY SERVICES, INC. reported RAUM up 28% ($1.94B -> $2.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — BANKERS LIFE ADVISORY SERVICES, INC. grew from 384 to 433 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
March 2025 — BANKERS LIFE ADVISORY SERVICES, INC. notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
March 2025 — BANKERS LIFE ADVISORY SERVICES, INC. reported RAUM up 31% ($1.49B -> $1.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
March 2025 — BANKERS LIFE ADVISORY SERVICES, INC. grew from 378 to 384 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
66
April 2024 — BANKERS LIFE ADVISORY SERVICES, INC. reported RAUM up 32% ($1.13B -> $1.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — BANKERS LIFE ADVISORY SERVICES, INC. grew from 363 to 378 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.