Tacoma, WA 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

3866 S. 74th Street Suites 100 & 100A

Tacoma WA 98409

Advisors at this office

4

Advisors at this office

user avatar

Christine J

Series 63, Series 66

Tacoma, WA

Bankers Life Advisory Services, Inc.

Christine Jackson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 credentials and bringing eight years of industry experience. She has worked within various Bankers Life entities since 2011, including her current role at Bankers Life Advisory Services since 2022. Bankers Life Advisory Services, Inc. serves 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 create tailored asset allocations and manages portfolios across multiple security types to align with client goals and risk tolerances.

Wealth management Retired
user avatar

Ryan L

Series 63, Series 65

Tacoma, WA

Bankers Life Advisory Services, Inc.

Ryan Linford is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. He has been affiliated with Bankers Life and its related entities since 2011, including roles at Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc. In addition to advisory work, Linford is a licensed insurance agent with Bankers Life & Casualty, Inc., appointed to sell Medicare Supplement, annuity, life, health, and long-term care insurance products. 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 combines fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management, employing a range of securities and customized strategies to meet client objectives.

Wealth management Retired
user avatar

Cade B

Series 63, Series 66

Tacoma, WA

Bankers Life Advisory Services, Inc.

Cade Barrett is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and having four years of industry experience. Before joining Bankers Life in 2022, he worked at Looker Asphalt and Target. He also serves as a Unit Field Trainer with Bankers Life & Casualty, recruiting and training insurance agents and assisting with retirement planning. 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 services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Wealth management Retired
user avatar

Kyle L

Series 66

Tacoma, WA

Bankers Life Advisory Services, Inc.

Kyle Lapastora is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. He previously worked for the Washington State Department of Social and Health Services for eleven years before joining Bankers Life. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals, risk tolerances, and time horizons.

Wealth management Retired
View complete list of advisors at this office
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