Kevin
Rogg

Bankers Life Advisory Services, Inc

CRD#7253144
Investment Advisor
in Chicago, IL

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About this Advisor

Kevin Rogg is a financial advisor based in Chicago, Illinois, working with Bankers Life Advisory Services, Inc. Kevin has previously held positions at Bankers Life & Casualty, Inc, The Hutchinson News, Portfolio Recovery Associates, Bakers Life Securities, Inc, Bankers Life Advisory Services, Inc, Bankers Life & Casualty, Bankers Life Securities, and Bankers Life Advisory Services. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas. Currently, Kevin 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 63, 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

Kevin Rogg Work History

2023 - Present (1 year)

Bankers Life & Casualty

2023 - Present (1 year)

Bankers Life Securities

2023 - Present (1 year)

Bankers Life Advisory Services

2021 - 2023 (2 years)

Bankers Life Advisory Services, Inc

2020 - 2023 (3 years)

Bakers Life Securities, Inc

2019 - 2023 (4 years)

Bankers Life & Casualty, Inc

2014 - 2019 (5 years)

The Hutchinson News

2008 - 2014 (6 years)

Portfolio Recovery Associates

Disclosures

Please visit the SEC profile of Kevin Rogg 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
Richard Gregory
Chicago, IL
Kasey Walton
Chicago, IL
Frank Buonomo
Las Vegas, NV
Ryan Stiefermann
Columbia, MO
Christopher Armstrong
Albuquerque, NM
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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