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Bradley Dean Martin

Bankers Life Advisory Services, Inc.

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About Bradley Dean Martin

Bradley Martin is an investment advisor representative with Bankers Life Advisory Services, Inc.. Bradley has been working in the financial services industry since 1988. Bradley has a Series 6, Series 63 and Series 65 license. Bradley's firm provides financial planning and portfolio management services for individuals.

Firm Information

Bradley Martin is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Non-discretionary investment consulting services

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Bradley Martin’s Registration & Firm History

IL

05/13/2021 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

NC

06/09/2006 - 12/31/2007

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

NJ

04/25/1988 - 01/26/2005

PRUCO SECURITIES, LLC. (NEWARK NJ)

CA

08/31/1994 - 09/10/1994

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

NJ

04/25/1988 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 05/12/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/02/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Dean Martin.
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