Tucson, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
333 E. Wetmore Road Ste. 435
Tucson AZ 85705
Advisors at this office
2
Advisors at this office
Steve A
Series 63, Series 65
Tucson, AZ
Bankers Life Advisory Services, Inc.
Steve Apple is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been associated with various entities within the Bankers Life organization since 2004, currently serving Bankers Life Advisory Services since 2022. Outside of his advisory role, he has experience managing a team of agents focused on insurance sales and has tutored Spanish. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals, offering discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management to client goals and risk tolerances.
Oscar L
Series 65, Series 63
Tucson, AZ
Bankers Life Advisory Services, Inc.
Oscar Larranaga is a financial advisor with Bankers Life Advisory Services, Inc. in Tucson, AZ, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked with Bankers Life entities since 2019 and serves as a Unit Field Trainer, recruiting and training insurance agents and assisting with Medicare, long-term care, life insurance, and annuity products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary investment consulting and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.
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