Joseph
Nielsen
Bankers Life Advisory Services, Inc
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About this Advisor
Joseph Nielsen is a financial advisor who works in Chicago, Illinois. Nielsen is an employee of Bankers Life Advisory Services, Inc. Over the course of their career, they have held roles at Morgan Stanley, Fidelity Investments, Wells Fargo, Usps, Stubhub, Daes Financial, University Of Utah, Western Governors University, Aerotek, Wells Fargo Clearing Services, Gwfs Equities, Inc, Advised Assets Group, LLC, Charles Schwab & Co., Inc, Bankers Life Securities, Inc and Bankers Life Advisory Services, Inc. Nielsen holds Series 66 and Series 63 licenses, qualifying them as a securities representative, and is approved to serve investors in Utah. Bankers Life Advisory Services, Inc is a business that has its headquarters in Chicago, IL. The firm has offices in 136 locations and a total of 363 people on staff. It manages $1 billion in total assets between its 10,292 client accounts, making it one of the bigger firms in the United States by assets under management. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which service is provided. However, fee types charged by Bankers Life Advisory Services, Inc can include some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bankers Life Advisory Services, Inc Brokerage Details
$1,125,123,822
363
10,292
$109,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Joseph Nielsen Work History
Joseph has been registered as a financial advisor for 0 years.*
Bankers Life Securities, Inc
Bankers Life Advisory Services, Inc
Gwfs Equities, Inc
Advised Assets Group, LLC
Charles Schwab & Co., Inc
Aerotek
Wells Fargo Clearing Services
Morgan Stanley
Fidelity Investments
Western Governors University
Western Governors University
Wells Fargo
Usps
Western Governors University
Stubhub
Daes Financial
University Of Utah
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Nielsen 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
Englewood, CO
Hauppauge, NY
Mount Pleasant, MI
San Luis Obispo, CA
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
