Schaumburg, IL Office

Team
Updated today

Client AUM

$2,461,873,347

Clients

14,275

Advisors

3

Of 535 advisors across 195 offices

Location

1101 Perimeter Dr Suite 825

Schaumburg IL 60173

Advisors at this office

3

Advisors at this office

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Larry G

Series 63, Series 66

Schaumburg, IL

Bankers Life Advisory Services, Inc.

Larry Goldberg is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Bankers Life and its affiliated entities since 2014, including a role as Unit Sales Manager where he manages and trains agents writing insurance products for the senior market. 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 consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to create customized portfolios aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Sandra G

Series 65

Schaumburg, IL

Bankers Life Advisory Services, Inc.

Sandra Gentry is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 65 designation and has five years of industry experience. She has worked at Bankers Life Advisory Services since 2020 and has been with Bankers Life & Casualty since 2014. In addition to her advisory role, she serves as a unit field trainer agent for Bankers Life and Casualty. 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, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Wealth management Retired
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Dominic R

Series 63, Series 66

Schaumburg, IL

Bankers Life Advisory Services, Inc.

Dominic Ruggerio Jr. is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Dominic has held multiple roles within the Bankers Life organization since 2013, including managing a team of insurance agents responsible for hiring and training. 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 utilizes fundamental, technical, and cyclical analysis to create tailored asset allocations across various securities, often incorporating affiliated broker-dealer and insurance services.

Wealth management Retired
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