Omaha, NE Office

Cade Baumgart is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Bankers Life Advisory, he worked in various roles including insurance sales with Bankers Life & Casualty and experience in hospitality and education. He is also appointed as an insurance sales representative, writing business for Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Noel Gines is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Bankers Life and Casualty and has diverse experience including positions in education and various service industries. He is also a 1099 agent for Bankers Life and Casualty Company, focusing on retirement planning and Medicare supplement products. 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 integrated investment strategies, managing accounts mostly on a discretionary basis with regular performance reporting.

Dalton Heim is a Series 65-licensed financial advisor with Bankers Life Advisory Services, Inc. in Omaha, NE, with seven years of industry experience. He has worked at multiple firms including AE Wealth Management and Great Western Bank. Outside his advisory role, he has been involved as an agent with Bankers Life Casualty. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerances.

Garrett Raabe is a financial advisor with Bankers Life Advisory Services, Inc. in Omaha, Nebraska. He holds the Series 66 designation and has been with Bankers Life since 2022, including roles in advisory and insurance services. Prior to joining Bankers Life, he worked at Securian Financial Services, Renaissance Financial Corp, Minnesota Life Insurance, and Premier Bank. Outside of advisory work, he is also an insurance agent focusing on insurance and Medicare needs. 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 and technical analysis to guide portfolio decisions.

Kyle Fults is an advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been affiliated with Bankers Life entities since 2005 and operates as a 1099 agent responsible for insurance sales, including Medicare Supplement, annuities, life, health, and long-term care products. Fults also maintains an LLC for business purposes. 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 integrates fundamental, technical, and cyclical analysis to create customized portfolios and offers both wrap and non-wrap programs, utilizing Pershing as the clearing custodian and Bankers Life Securities, Inc. as the introducing broker-dealer.