Springfield, MO 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

537

Across 197 offices

Clients per advisor

27 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

1341 W. Battlefield Road, Suite 230

Springfield MO 65807

Advisors at this office

5

Advisors at this office

user avatar

Adam K

Series 63, Series 66

Springfield, MO

Bankers Life Advisory Services, Inc.

Adam Kragskow is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Northwestern Mutual and O'Reilly Auto Parts. Outside of advising, he serves as a Specialist in the Missouri National Guard and manages a sports trading card sales business. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves 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 analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
user avatar

Brie C

Series 66

Springfield, MO

Bankers Life Advisory Services, Inc.

Brie Cook is a financial advisor at Bankers Life Advisory Services, Inc. She holds the Series 66 designation and has one year of industry experience. Prior to her current role, she worked for Paul Mueller Company for eleven years. 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 to develop tailored asset allocations and offers both wrap and non-wrap programs.

Wealth management Retired
user avatar

David T

Series 63, Series 66

Springfield, MO

Bankers Life Advisory Services, Inc.

David Taylor is a financial advisor with Bankers Life Advisory Services, Inc. in Springfield, MO, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to his advisory role, he worked for the Laclede County R-I School District for 16 years. Outside of his financial services work, he operates as a freelance stock photographer, earning royalties from submitted images. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Wealth management Retired
user avatar

Ralph M

Series 66

Springfield, MO

Bankers Life Advisory Services, Inc.

Ralph Miller IV is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his industry career in 2025. Prior to his advisory role, he has worked in various businesses including Lightning Pawn and Music, TommyHawks, and Big Cedar Golf. He is also an insurance agent with Bankers Life and Casualty, selling Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Wealth management Retired
user avatar

John B

Series 63, Series 66

Springfield, MO

Bankers Life Advisory Services, Inc.

John Briggs is a financial advisor with Bankers Life Advisory Services, Inc. in Springfield, MO, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked with Bankers Life and its affiliates since 2016, including roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he manages a team providing retirement-based insurance services. Outside of his financial career, Briggs competes as a dirt track racecar driver. Bankers Life Advisory Services, Inc. offers discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Wealth management Retired
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