Michael
Peterson

Bankers Life Advisory Services, Inc

CRD#4847843
Investment Advisor
in Peoria, AZ

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About this Advisor

Michael Peterson is a financial advisor operating in Peoria, Arizona who has 4 years of relevant experience. Peterson is currently employed by Bankers Life Advisory Services, Inc. Peterson has gained experience at Axiom Logistics, Celebrate Community Church, International Rescue Committee, Homemaking, Desert Wind Distributing, Bankers Life And Casualty, Inc, Bankers Life Securities, Inc and Bankers Life Advisory Services, Inc. Peterson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Arizona. Bankers Life Advisory Services, Inc is a financial advisory firm headquartered in Chicago, IL. The investment advisory business has offices in 136 locations and a total of 363 employees. It administers $1 billion in total assets among its 10,292 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Bankers Life Advisory Services, Inc has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules largely vary depending on which service is provided. However, fee types charged by Bankers Life Advisory Services, Inc likely include some blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

16165 83Rd Ave Suite 221
Peoria, AZ 85382

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,125,123,822

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

363

AZ Average: 44
Total Number of Accounts

10,292

AZ Average: 2,564
Average Account Size

$109,320

AZ 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

Michael Peterson Work History

Michael has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Bankers Life Securities, Inc

2019 - Present (5 years)

Bankers Life Advisory Services, Inc

2018 - Present (6 years)

Bankers Life And Casualty, Inc

2018 - 2018 (< 1 year)

Homemaking

2016 - 2018 (2 years)

International Rescue Committee

2015 - 2016 (1 year)

Axiom Logistics

2015 - 2015 (< 1 year)

Desert Wind Distributing

2014 - 2015 (1 year)

Homemaking

2012 - 2014 (2 years)

Celebrate Community Church

*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 Michael Peterson 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

Joseph Nielsen
Chicago, IL
Dominic Ruggerio
Chicago, IL
Jeffrey Collyer
Englewood, CO
Albert Preniqi
Chicago, IL
Jonathan James
Chicago, IL
Elizabeth Bort
Chicago, IL
Joseph Eckles
San Luis Obispo, CA
Brock Williams
Mount Pleasant, MI

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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