# BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE ADVISORY SERVICES, INC. of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 281285
- Type: SEC-registered investment adviser
- SEC file number: 801-106953
- Location: 303 E. WACKER DRIVE, STE 500, CHICAGO, IL, 60601
- Phone: 844-553-9083
- Latest filing: 2026-03-31
- Regulatory AUM: $2.5B
- Discretionary AUM: $2.5B
- Non-discretionary AUM: $25.4M
- Clients: 433
- Accounts: 18,608

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (13)

| 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 | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |
| — | civil | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281285/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281285/similar
- Related entities: https://search.stillhousedata.com/firm/281285/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281285

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.