West Des Moines, IA Office

Team
Updated today
Bankers Life Advisory Services, Inc. logo

Bankers Life Advisory Services, Inc.

Enterprise

Firm-wide stats for Bankers Life Advisory Services, Inc.

Total advisors

536

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

160 South 68th St Ste 1205

West Des Moines IA 50266

Advisors at this office

8

Advisors at this office

user avatar

Jennifer G

Series 65, Series 63

West Des Moines, IA

Bankers Life Advisory Services, Inc.

Jennifer Greenleaf is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 designations and six years of industry experience. She has worked with Bankers Life and its affiliates since 2009, including roles in advisory services and securities. In addition to her advisory work, Greenleaf serves as a Unit Field Trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Wealth management Retired
user avatar

Joshua H

Series 63, Series 65

West Des Moines, IA

Bankers Life Advisory Services, Inc.

Joshua Hofbauer is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Bankers Life and its related entities since 1999, currently serving as a Regional Director managing branch managers. Outside of his advisory role, he is involved in farming, raising a herd of 300 buffalo, and is a silent partner in a healthy eating fast food restaurant. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Wealth management Retired
user avatar

Victor C

Series 63, Series 65

West Des Moines, IA

Bankers Life Advisory Services, Inc.

Victor Cardoza is a financial advisor with Bankers Life Advisory Services, Inc. in West Des Moines, IA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., Lemar Industries, and Proago Inc. He is also a licensed insurance agent appointed to write 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 employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across multiple security types through both wrap and non-wrap programs.

Wealth management Retired
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Michael N

Series 66

West Des Moines, IA

Bankers Life Advisory Services, Inc.

Michael Nixon is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. He has 17 years of industry experience, including over a decade with Bankers Life Advisory Services and affiliated entities. Beyond his advisory role, he serves as a unit supervisor recruiting and training insurance agents at Bankers Life and Casualty. 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 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

Meg F

Series 63, Series 65

West Des Moines, IA

Bankers Life Advisory Services, Inc.

Meg Forkner is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and bringing eight years of industry experience. She has been with Bankers Life Securities since 2018 and has worked at Bankers Life since 2012. In addition to her advisory role, she is also licensed as an insurance agent. Bankers Life Advisory Services, Inc. serves 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 investment strategies aligned with clients’ goals and risk tolerances.

Wealth management Retired
user avatar

Jason J

Series 66

West Des Moines, IA

Bankers Life Advisory Services, Inc.

Jason Jarck is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with Bankers Life Advisory Services and its related entities since 2010. In addition to his advisory role, Jarck works as an insurance agent selling Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis to guide investment decisions.

Wealth management Retired
user avatar

Ryan B

Series 63, Series 65

West Des Moines, IA

Bankers Life Advisory Services, Inc.

Ryan Bock is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has been affiliated with Bankers Life Securities since 2019 and Bankers Life & Casualty since 2009. 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 emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Wealth management Retired
user avatar

Myles E

Series 65, Series 63

West Des Moines, IA

Bankers Life Advisory Services, Inc.

Myles Easter is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 registrations and bringing eight years of industry experience. He has been affiliated with Bankers Life and its related entities since 2012. In addition to his advisory role, he recruits and trains insurance agents and is appointed to write 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 through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals and risk tolerances.

Wealth management Retired
View complete list of advisors at this office
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