Dalton
Heim

Bankers Life Advisory Services, Inc

CRD#6948793
Investment Advisor
in Chicago, IL

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About this Advisor

Dalton Heim is a financial advisor based in Chicago, Illinois, working with Bankers Life Advisory Services, Inc. Dalton has previously held positions at Sunvalley Lanes, Sandhills Publishing, U.S. Bank, Great Western Bank, Cls Investments, LLC, Retire Smart LLC, Ae Wealth Management, LLC, Bankers Life Advisory Services, Inc, and Bankers Life & Casualty, Inc. Dalton has passed the Series 65 regulatory exam and is registered to provide services in Nebraska. Currently, Dalton 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 65

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

Dalton Heim Work History

2020 - Present (4 years)

Bankers Life Advisory Services, Inc

2020 - Present (4 years)

Bankers Life & Casualty, Inc

2018 - 2018 (< 1 year)

Cls Investments, LLC

2018 - 2020 (2 years)

Retire Smart LLC

2018 - 2020 (2 years)

Ae Wealth Management, LLC

2017 - 2018 (1 year)

Great Western Bank

2016 - 2017 (1 year)

U.S. Bank

2013 - 2018 (5 years)

Sunvalley Lanes

2013 - 2016 (3 years)

Sandhills Publishing

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Dalton Heim 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
Christopher Armstrong
Albuquerque, NM
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

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