BANKERS LIFE ADVISORY SERVICES, INC. of CHICAGO, IL is an SEC-registered investment adviser (CRD 281285). Regulatory assets under management: $2.5B.
Compensation: % of AUM, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Scott Louis Goldberg | BOARD MEMBER | — |
| Alberta Stephens Roberts | CHIEF COMPLIANCE OFFICER/SECRETARY | — |
| Steven M Josephson | CHIEF OPERATIONS OFFICER; COO | — |
| Cheryl Lynn Heilman | PRESIDENT | — |
| Paul H Mcdonough | BOARD MEMBER | — |
| HEILMAN CHERYL LYNN | PRESIDENT | — |
| ROBERTS ALBERTA STEPHENS | CHIEF COMPLIANCE OFFICER/SECRETARY | — |
| PERRY THOMAS RICHARD | DIRECTOR | — |
| WEBB WILLIAM DUDLEY | PRESIDENT/CEO/CFO/DIRECTOR | — |
| HELDING ERIK MAGNUS | DIRECTOR | — |
| GOLDBERG SCOTT LOUIS | BOARD MEMBER; DIRECTOR | — |
| Josephson Steven M | COO; DIRECTOR | — |
| McDonough Paul H | BOARD MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| — | civil | — | — | — |