Asheville, NC Office
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Bankers Life Advisory Services, Inc.
Enterprise
Firm-wide stats for Bankers Life Advisory Services, Inc.
About
Bankers Life Advisory Services, Inc. is an SEC‑registered investment adviser that primarily serves mass‑affluent and high‑net‑worth individuals through discretionary portfolio management, non‑discretionary investment consulting, and retirement plan consulting for plan sponsors and participants. The firm offers both wrap and non‑wrap programs, may recommend outside managers, and uses Pershing as the clearing custodian with Bankers Life Securities, Inc. as the introducing broker‑dealer, as described in the brochure.
The firm combines fundamental, technical (charting), and cyclical methods of analysis to develop tailored asset allocations and ongoing portfolio management aimed at clients’ goals, risk tolerances and time horizons, with periodic rebalancing and performance reviews. Advisors may implement strategies on a discretionary basis, accept reasonable client restrictions, and advise across equities, fixed income, mutual funds, ETFs, CDs and other securities as part of customized portfolios.
Distinctive aspects disclosed in the brochure include BLAS’s parentage under CNO Financial Group and a group of affiliates that list 40/86 Mortgage Capital, Inc. and multiple insurance companies, indicating a link to mortgage/real‑estate‑related and insurance businesses that is less common among large advisers. The firm also does not emphasize corporate or general business clients outside its non‑ERISA retirement plan consulting work, and many advisors are dually registered as representatives of the affiliated broker‑dealer or as insurance agents—arrangements the brochure identifies and describes procedures to address.
Based on Bankers Life Advisory Services, Inc.
Location
1200 Ridgefield Blvd. Suite 190
Asheville NC 28806
Advisors at this office
3
Advisors at this office
Lonnie K
Series 63, Series 65
Asheville, NC
Bankers Life Advisory Services, Inc.
Lonnie Kerbs is a financial advisor with Bankers Life Advisory Services, Inc. based in Asheville, NC. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked with Bankers Life Advisory Services since 2018 and has been associated with related entities in the Bankers Life group since 2000. Outside of advisory services, he also sells non-variable insurance products as an insurance agent. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and non-discretionary 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.
Eric H
Series 66
Asheville, NC
Bankers Life Advisory Services, Inc.
Eric Henry is a financial advisor with Bankers Life Advisory Services, Inc. in Asheville, NC, holding a Series 66 credential and nine years of industry experience. He has been with Bankers Life and its affiliated entities since 2004 and serves as a unit field trainer, recruiting and training new insurance agents. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary and non-discretionary portfolio management, consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across a range of securities based on clients’ goals and risk tolerances.
George R
Series 63, Series 65, Series 66
Asheville, NC
Bankers Life Advisory Services, Inc.
George Rescigno is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63, 65, and 66 licenses and has 20 years of industry experience. He has worked with Bankers Life & Casualty since 2006 and Bankers Life Securities Inc since 2017. In addition to his advisory role, he is also an insurance agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.
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