Fort Wayne, IN Dupont Circle Drive Este 130 Office

Team
Updated today

Client AUM

$2,461,873,347

Clients

14,275

Advisors

7

Of 535 advisors across 195 offices

Location

9910 Dupont Circle Drive Este 130

Fort Wayne IN 46825

Advisors at this office

7

Advisors at this office

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Tyler V

Series 66

Fort Wayne, IN

Bankers Life Advisory Services, Inc.

Tyler Voigt is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his industry experience in 2026. His prior work includes roles at Bankers Life Securities and Bankers Life & Casualty, as well as management experience in the food service industry. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Samantha A

Series 65, Series 63

Fort Wayne, IN

Bankers Life Advisory Services, Inc.

Samantha Anderson is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to her current role, she worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Anderson also operates as an insurance agent, authorized to write Medicare Supplement, annuity, life insurance, health, and long-term care 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 services. The firm applies a combination of fundamental, technical, and cyclical analyses to construct tailored portfolios aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Russell C

Series 66

Fort Wayne, IN

Bankers Life Advisory Services, Inc.

Russell Couchman is an advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and based in Fort Wayne, IN. He has been with the Bankers Life organization since 2019, including roles at Bankers Life & Casualty, Inc., Bankers Life Securities, Inc., and Bankers Life Advisory Services, Inc. His prior experience includes three years at Sprint Wireless. Couchman is also a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. 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 develop customized asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Wealth management Retired
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Frederick C

Series 66

Fort Wayne, IN

Bankers Life Advisory Services, Inc.

Frederick Childs is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he spent six years at Huntington University. In addition to advisory work, Childs is an insurance agent with Bankers Life & Casualty, where he evaluates clients’ health, Medicare, and life insurance needs. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized asset allocations aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Daniel S

Series 63, Series 66

Fort Wayne, IN

Bankers Life Advisory Services, Inc.

Daniel Schroeder is a financial advisor with Bankers Life Advisory Services, Inc. in Fort Wayne, IN, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been affiliated with various entities under Bankers Life since 2009, including roles in advisory services and securities. In addition to his advisory work, Schroeder is an insurance agent providing insurance product sales and servicing, including equity-indexed annuities. Bankers Life Advisory Services, Inc. offers discretionary portfolio management, investment consulting, and retirement plan consulting primarily for mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis for security selection and portfolio management.

Wealth management Retired
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Brent B

Series 63, Series 65

Fort Wayne, IN

Bankers Life Advisory Services, Inc.

Brent Boersma is a financial advisor with Bankers Life Advisory Services, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has been with Bankers Life Advisory Services since 2022 and has an extensive background at affiliated firms dating back to 2008. Outside of advisory work, he manages a team of agents in health and life insurance sales, including Medicare Supplement and annuity products. 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 focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Wealth management Retired
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Danny L

Series 63, Series 65

Fort Wayne, IN

Bankers Life Advisory Services, Inc.

Danny Lai is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 registrations and has been with the Bankers Life organization since 2016. Lai also serves as President of Danny Lai Financial Services, an insurance and financial services entity aligned with Bankers Life products, and is co-trustee of a family irrevocable trust. 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 combines fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities to meet client goals and risk tolerances.

Wealth management Retired
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