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Brian Alexander Villanueva

Bankers Life Advisory Services, Inc.

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About Brian Alexander Villanueva

Brian Villanueva is a financial advisor registered with Bankers Life Advisory Services, Inc. Brian has been in the industry for over 2 years, providing advisory services to individuals and pension and profit-sharing plans. Brian can help individuals and businesses develop a financial plan and manage their investment portfolio. Brian is also a registered agent for Bankers Life and Casualty Company, assisting seniors with suitable insurance to satisfy their needs. The advisory services offered by Brian and Bankers Life Advisory Services include financial planning, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

Brian Villanueva 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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Brian Villanueva’s Registration & Firm History

PA

08/25/2022 - Present

Bankers Life Advisory Services, Inc. (King of Prussia PA)

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Licenses & Designations

BC

Issued 08/24/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/25/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/06/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/31/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Alexander Villanueva.
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