Pocatello, ID 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
861 Jefferson Street Ste A
Pocatello ID 83201
Advisors at this office
3
Advisors at this office
Malynda C
Series 66
Pocatello, ID
Bankers Life Advisory Services, Inc.
Malynda Cooper is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining the firm, she worked for ten years at Brigham Young University - Idaho. Outside of her advisory role, Cooper is a practicing artist who creates paintings and sculptures, occasionally selling her work through galleries and commissions. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a mix of analytical approaches to portfolio management.
James D
Series 63, Series 65
Pocatello, ID
Bankers Life Advisory Services, Inc.
James Dillistone Sr. is a financial advisor with Bankers Life Advisory Services, Inc. in Pocatello, Idaho, holding Series 63 and 65 credentials and bringing 27 years of industry experience. He has worked with affiliated Bankers Life entities since 2004 and currently serves as a branch sales manager and insurance agent. Additionally, he is the treasurer of a local homeowners association, managing its financial records and payments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment 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. The firm integrates investment management with affiliated broker-dealer and insurance services.
Kyle C
Series 66
Pocatello, ID
Bankers Life Advisory Services, Inc.
Kyle Carter is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. In addition to his advisory role, Kyle works as an independent contractor hosting online tabletop games as a dungeon master for Dungeons & Dragons through StartPlaying.games. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment 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.
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