Springfield, MO Office

Team
Updated today

Client AUM

$2,461,873,347

Clients

14,275

Advisors

5

Of 537 advisors across 195 offices

Location

1341 W. Battlefield Road, Suite 230

Springfield MO 65807

Advisors at this office

5

Advisors at this office

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Adam K

Series 66, Series 63

Springfield, MO

Bankers Life Advisory Services, Inc.

Adam Kragskow is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to his current role, he worked at Northwestern Mutual and O'Reilly Auto Parts. In addition to his advisory work, he serves as a Specialist in the Missouri National Guard and manages a business selling sports trading cards and memorabilia. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to construct tailored portfolios aligned with client goals and risk tolerances.

Wealth management Retired
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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
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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
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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
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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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