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Brian R
Series 66
Oshkosh, WI
Bankers Life Advisory Services, Inc.
Brian Rickert is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has three years of industry experience. Brian also serves as a Unit Field Trainer and insurance agent, recruiting and training insurance agents and assisting clients with life and health insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerances.
Robert M
Series 63, Series 66
Oshkosh, WI
Bankers Life Advisory Services, Inc.
Robert Maki is a financial advisor with Bankers Life Advisory Services, Inc. in Oshkosh, WI, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been associated with Bankers Life and its affiliated entities since 2012, including roles in insurance sales and team management. Outside of finance, Maki owns and operates the Oshkosh Karate Club. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment management and consulting services primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental and technical analysis to guide investment decisions.
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