Hauppauge, NY Office

Team
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Bankers Life Advisory Services, Inc. logo

Bankers Life Advisory Services, Inc.

Enterprise

Firm-wide stats for Bankers Life Advisory Services, Inc.

Total advisors

540

Across 198 offices

Clients per advisor

26 Very Low

Avg AUM per client

$172,460 Very Low

HNW client ratio

0% Very Low

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.

Expertise

Wealth management

Based on Bankers Life Advisory Services, Inc.

Occupation focus

Retired

Based on Bankers Life Advisory Services, Inc.

Location

1393 Vets Mem Hwy, Ste 403 S

Hauppauge NY 11788

Advisors at this office

4

Advisors at this office

user avatar

Eugene T

Series 63

Hauppauge, NY

Bankers Life Advisory Services, Inc.

Eugene Tournour is a financial advisor with Bankers Life Advisory Services, Inc. holding a Series 63 license and bringing 36 years of industry experience. His prior roles include six years with Princor Financial Services Corporation and Principal Life Insurance Company. He is also appointed as a 1099 agent for Bankers Life and Casualty Company, authorized to write 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, offering 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 manage portfolios across various securities.

Wealth management Retired
user avatar

Jason P

Series 66

Hauppauge, NY

Bankers Life Advisory Services, Inc.

Jason Prew is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Bankers Life Advisory Services and affiliated entities since 2016, and has over 23 years with Bankers Life & Casualty, Inc. In addition to his advisory role, he manages a team of agents focused on insurance sales, including Medicare Supplement, annuities, life insurance, 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 uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and provides ongoing portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
user avatar

Tommy F

Series 65, Series 63

Hauppauge, NY

Bankers Life Advisory Services, Inc.

Tommy Fitzpatrick is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 registrations and five years of industry experience. He has been associated with Bankers Life entities since 2013, including roles at Bankers Life Securities, Inc. and Bankers Life and Casualty, Inc. Outside of advisory work, he serves as a unit supervisor recruiting and training insurance agents for Bankers Conseco Life Insurance Company. 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 services. The firm uses a combination of fundamental, technical, and cyclical analyses to create tailored investment strategies aligned with client goals, risk tolerances, and time horizons.

Wealth management Retired
user avatar

Vanessa I

Series 65, Series 63

Hauppauge, NY

Bankers Life Advisory Services, Inc.

Vanessa Inesti is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has five years of industry experience. In addition to her advisory role, she works as a Unit Field Trainer and Insurance Sales Agent, where she recruits and trains insurance agents and is appointed to write business for various insurance products including Medicare Supplement and indexed annuities. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across multiple asset classes.

Wealth management Retired
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