BANKERS LIFE SECURITIES, INC. X-17A-5 (2026-02-27) — Broker-dealer annual report

Full text of BANKERS LIFE SECURITIES, INC.'s X-17A-5 filed 2026-02-27 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

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{0}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 OMBAPPROVAL SEC FILE NUMBER ## **ANNUAL REPORTS FORM X-17A-5 PART** Ill 8-69562 **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and lSa-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **O 1/01/2025** AND ENDING **12/31/2025** MM/DD/YY MM/DD/YY **A. REGISTRANT IDENTIFICATION** ## NAME oF FIRM : Bankers Life Securities, Inc. TYPE OF REGISTRANT {check all applicable boxes) : ~ Broker-dealer □ Security-based swap dealer □ Check here if respondent is also an OTC derivatives dealer □ Major security-based swap participant ADDRESS OF PRINCIPAL PLACE OF BUSINESS: {Do not use a P.O. box no.) # 303 E Wacker Drive, 5th Floor | | (No. and Street) | | | | |----------------------------------------------|------------------------------------------------------------|-----------------|----------------------------|--| | Chicago | IL | | 60601 | | | (City) | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Clark Tucker | 205-721-0507 | | Clark.Tucker@Oysterllc.com | | | (Name) | (Area Code -Telephone Number) | (Email Address) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | Crowe, LLP | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | 485 Lexington Ave, Floor 11 | New York | NY | 10017-2619 | | | (Address) | (City) | (Stat e) | (Zip Code) | | | 9/24/2003 | | 173 | | | | | | | | | | | FOR OFFICIAL USE ONLY | | | | | | | | | | \* Claims for exemption from the requirement that t he annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-S(e)(l)(ii), if applica ble. **Persons who are to respond to the collection of information contained** in **this form are not required to respond unless the form displays a currently valid 0MB control number.** {1}------------------------------------------------ #### OATH OR AFFIRMATION | I, Cheryl Heilman | | swear (or affirm) that, to the best of my knowledge and belief, the | | |---------------------------------------------------------------------------|----|------------------------------------------------------------------------------------|-------| | financial report…

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