Lucas
Weigang

Bankers Life Advisory Services, Inc

CRD#7257447
Investment Advisor
in Chicago, IL

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About this Advisor

Lucas Weigang is a financial advisor working in Chicago, Illinois with 3 years of industry experience. Weigang works at Bankers Life Advisory Services, Inc. The advisor has gained experience at Bankers Life & Casualty, Inc, Pf Changs, Deluxe Awning Company, Sou Outdoor Program, Kokos Bento And Dog Cafe, Bankers Life Advisory Services, Inc and Bankers Life Securities, Inc. Weigang holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Oregon. Bankers Life Advisory Services, Inc is an advisory business that has its headquarters in Chicago, IL. The company has offices in 136 locations and a total of 363 employees. It manages $1 billion in assets under management between its 10,292 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules vary depending on the type of financial services offered. Fee types billed by Bankers Life Advisory Services, Inc likely are comprised of some combination of asset-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 years

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

111 E. Wacker Drive 18Th Floor
Chicago, IL 60601

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,125,123,822

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

363

IL Average: 44
Total Number of Accounts

10,292

IL Average: 2,564
Average Account Size

$109,320

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

Lucas Weigang Work History

Lucas has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Bankers Life Securities, Inc

2020 - Present (4 years)

Bankers Life Advisory Services, Inc

2018 - Present (6 years)

Bankers Life & Casualty, Inc

2017 - 2018 (1 year)

Pf Changs

2016 - 2017 (1 year)

Deluxe Awning Company

2015 - 2016 (1 year)

Sou Outdoor Program

2012 - 2016 (4 years)

Kokos Bento And Dog Cafe

*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 Lucas Weigang 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

Broderick Kyle
Chicago, IL
Chad Visser
Chicago, IL
Bradley Hampton
Chicago, IL
Darshankumar Patel
Chicago, IL
Jonathan James
Chicago, IL
Wilson Williams
Chicago, IL
Albert Preniqi
Chicago, IL
Joseph Nielsen
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.

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