Denver, CO 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
3401 Quebec St Ste 6500
Denver CO 80207
Advisors at this office
4
Advisors at this office
Marc M
Series 63, Series 65
Denver, CO
Bankers Life Advisory Services, Inc.
Marc Macaluso is a financial advisor with Bankers Life Advisory Services, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and also serves as an insurance agent for Bankers Life & Casualty, specializing in Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with 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.
Austin H
Series 66
Denver, CO
Bankers Life Advisory Services, Inc.
Austin Hamlett is a financial advisor with Bankers Life Advisory Services, Inc. in Denver, CO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.
Dale M
Series 66
Denver, CO
Bankers Life Advisory Services, Inc.
Dale Mehl is a financial advisor with Bankers Life Advisory Services, Inc. in Denver, CO, holding a Series 66 designation and 9 years of industry experience. He has been affiliated with Bankers Life since 2005, including his role as an agent for Bankers Life and Casualty Company, where he is involved in life insurance, health insurance, and fixed annuities. 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 services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios across various securities with ongoing management aligned to clients’ goals and risk tolerances.
Jeffrey C
Series 66
Denver, CO
Bankers Life Advisory Services, Inc.
Jeffrey Collyer is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has nine years of industry experience. He has worked at Bankers Life Securities Inc. since 2016 and Bankers Life and Casualty since 2013, where he also serves as a unit sales manager recruiting and training insurance agents. 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 process.
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