San Luis Obispo, CA 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
994 Mill Street Ste 250
San Luis Obispo CA 93401
Advisors at this office
2
Advisors at this office
Travis L
Series 65
San Luis Obispo, CA
Bankers Life Advisory Services, Inc.
Travis Loughridge is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and five years of industry experience. He has been with Bankers Life Advisory Services since 2020 and has worked at Bankers Life & Casualty since 2015. Outside of advising, he serves as a Unit Field Trainer for Bankers Life & Casualty, 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 focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.
Jeff H
Series 63, Series 65
San Luis Obispo, CA
Bankers Life Advisory Services, Inc.
Jeff Hood is a financial advisor with Bankers Life Advisory Services, Inc. in San Luis Obispo, CA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and has worked across affiliated entities since 2009. In addition to his advisory role, he manages a team of insurance agents, overseeing hiring and training, and is appointed to write business for Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analyses to create tailored asset allocations and manages portfolios across a variety of securities, with client-specific restrictions and periodic reviews.
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