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Michael D

Series 63, Series 65

Tulsa, OK

Bankers Life Advisory Services, Inc.

Michael David is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of his advisory work, he served as an elder at Foundation Church, providing guidance on church matters. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, regular portfolio rebalancing, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Wealth management Retired
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Grant H

Series 63, Series 65

Tulsa, OK

Bankers Life Advisory Services, Inc.

Grant Hallstrom is a financial advisor at Bankers Life Advisory Services, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses with two years of industry experience. He has worked within various entities affiliated with Bankers Life since 2017, including a role as Unit Sales Manager at Bankers Life and Casualty, where he manages a team of agents and is involved in hiring and training. Outside of advising, he has experience in retail operations, having managed Lydia's Cafe for 12 years. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Wealth management Retired
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Nicholas M

Series 63, Series 65

Tulsa, OK

Bankers Life Advisory Services, Inc.

Nicholas Miller is a financial advisor with Bankers Life Advisory Services, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with Bankers Life Securities Inc since 2016 and CNO Financial Group since 2012, and also serves as a Branch Sales Manager at Bankers Life, where he manages a team of agents and oversees hiring and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Wealth management Retired
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