Christina
Kaiser

Bankers Life Advisory Services, Inc

CRD#5811030
Investment Advisor
in Louisville, KY

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About this Advisor

Christina Kaiser is a financial advisor based in Louisville, Kentucky, working with Bankers Life Advisory Services, Inc. Christina has previously held positions at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Bankers Life & Casualty Co, Bankers Life Securities, Inc, The Legacy Benefits Group, and Northwestern Mutual Life Insurance Company. Christina has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky. Currently, Christina is part of Bankers Life Advisory Services, Inc, which operates out of Louisville, Kentucky. 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

101 Bullitt Lane Ste 207
Louisville, KY 40222

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,486,019,075

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

378

KY Average: 44
Total Number of Accounts

13,089

KY Average: 2,564
Average Account Size

$113,532

KY 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

Christina Kaiser Work History

2016 - Present (8 years)

Bankers Life & Casualty Co

2016 - Present (8 years)

Bankers Life Securities, Inc

2017 - 2021 (4 years)

The Legacy Benefits Group

2016 - 2016 (< 1 year)

Northwestern Mutual Wealth Management Company

2014 - 2016 (2 years)

Northwestern Mutual Investment Services, LLC

2010 - 2016 (6 years)

Northwestern Mutual Life Insurance Company

2010 - 2016 (6 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Please visit the SEC profile of Christina Kaiser 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

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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