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 working out of Louisville, Kentucky with 7 years of relevant experience. Kaiser works at Bankers Life Advisory Services, Inc. During their career, Kaiser has held roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, Bankers Life & Casualty Co, Bankers Life Securities, Inc and The Legacy Benefits Group. Kaiser has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Kentucky. Bankers Life Advisory Services, Inc is a company that has its headquarters in Chicago, IL. The company has offices in 136 locations and a total of 363 financial advisors. It administers $1 billion in total assets between its 10,292 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The company provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees largely are based on which service is offered. Fee types billed by Bankers Life Advisory Services, Inc likely include some blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

101 Bullitt Lane Ste 207
Louisville, KY 40222

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,125,123,822

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

363

KY Average: 44
Total Number of Accounts

10,292

KY Average: 2,564
Average Account Size

$109,320

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

Christina has been registered as a financial advisor for 7 years.*

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 Investment Services, LLC

2010 - 2016 (6 years)

Northwestern Mutual Life Insurance Company

*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 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

David Hensley
Chicago, IL
Joseph Nielsen
Chicago, IL
Wilson Williams
Chicago, IL
Jonathan James
Chicago, IL
Albert Preniqi
Chicago, IL
Elizabeth Bort
Chicago, IL
Jeffrey Collyer
Englewood, CO

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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