Nicholas
Weiner

Bankers Life Advisory Services, Inc

CRD#7252054
Investment Advisor
in Zanesville, OH

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About this Advisor

Nicholas Weiner is a financial advisor based in Zanesville, Ohio, working with Bankers Life Advisory Services, Inc. Nicholas has previously held positions at Bankers Life & Casualty, Inc, Gabe's, Morris Hardware, Shriver's Pharmacy, Full Time Student, Bankers Life Advisory Services, Inc, and Bankers Life Securities, Inc. Nicholas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Nicholas is part of Bankers Life Advisory Services, Inc, which operates out of Zanesville, Ohio. The firm has 136 offices and 378 employees. The firm manages assets totaling $1.5 billion. The services offered by the firm include 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

3808 James Court Suite 3
Zanesville, OH 43701

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,486,019,075

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

378

OH Average: 44
Total Number of Accounts

13,089

OH Average: 2,564
Average Account Size

$113,532

OH 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

Nicholas Weiner Work History

2023 - Present (1 year)

Bankers Life Securities, Inc

2020 - Present (4 years)

Bankers Life Advisory Services, Inc

2018 - Present (6 years)

Bankers Life & Casualty, Inc

2016 - 2018 (2 years)

Gabe'S

2016 - 2016 (< 1 year)

Morris Hardware

2015 - 2016 (1 year)

Shriver'S Pharmacy

2005 - 2017 (12 years)

Full Time Student

Disclosures

Please visit the SEC profile of Nicholas Weiner 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
Vanessa Inesti
Chicago, IL
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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