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Brian James Rickert

Bankers Life Advisory Services, Inc.

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About Brian James Rickert

Brian James Rickert is an investment advisor representative at Bankers Life Advisory Services, Inc.. Brian has been in the industry since June 2020 and is registered with the state of Wisconsin. Brian is a Unit Field Trainer and Insurance Agent for Bankers Life & Casualty, Inc.. Brian has a background in recruiting and training insurance agents, and is also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. Brian has a special focus on financial planning, educational seminars, and selection of other advisors.

Firm Information

Brian Rickert 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 Rickert’s Registration & Firm History

IL

01/04/2024 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 12/18/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/19/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/08/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian James Rickert. Review regulatory record here.
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