Cody
Russell

Bankers Life Advisory Services, Inc

CRD#7217910
Investment Advisor
in Chicago, IL

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About this Advisor

Cody Russell is a financial advisor based in Chicago, Illinois, working with Bankers Life Advisory Services, Inc. Cody has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Pioneer Bank, Citizens Bank, Apple Bank, Sefcu, At&T, M Holdings Securities, Inc, Bankers Life Securities, Inc, and Bankers Life Advisory Services, Inc. Cody has passed the Series 66 regulatory exam and is registered to provide services in Illinois and New York. Currently, Cody is part of Bankers Life Advisory Services, Inc, which operates out of Chicago, Illinois. The firm has 136 offices and 378 employees. The firm manages assets totaling $1.5 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Bankers Life Advisory Services, Inc includes asset-based and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

303 E. Wacker Drive 5Th Fl
Chicago, IL 60601

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,486,019,075

IL Average: $6,674,516,078
Total Number of Employees

378

IL Average: 44
Total Number of Accounts

13,089

IL Average: 2,564
Average Account Size

$113,532

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Cody Russell Work History

2023 - Present (1 year)

Bankers Life Securities, Inc

2023 - Present (1 year)

Bankers Life Advisory Services, Inc

2022 - 2023 (1 year)

M Holdings Securities, Inc

2020 - 2022 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2022 (2 years)

Bank Of America, N.A

2019 - 2020 (1 year)

Pioneer Bank

2017 - 2019 (2 years)

Citizens Bank

2017 - 2017 (< 1 year)

Apple Bank

2016 - 2016 (< 1 year)

Sefcu

2016 - 2016 (< 1 year)

Apple Bank

2015 - 2016 (1 year)

At&T

2014 - 2017 (3 years)

Apple Bank

Disclosures

Please visit the SEC profile of Cody Russell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bankers Life Advisory Services, Inc

Cody Russell
Chicago, IL
Eugene Brucker
Chesterfield, MO
Kasey Walton
Chicago, IL
Frank Buonomo
Las Vegas, NV
Ryan Stiefermann
Columbia, MO
Asha Shetty
Mckinney, TX
Kyle Hodnett
Chicago, IL
Kurt Richter
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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