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Caelan Scott Canady

Bankers Life Advisory Services, Inc.

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About Caelan Scott Canady

Caelan Canady is a financial professional with Bankers Life Advisory Services, Inc. Caelan is registered with the state of North Carolina to provide investment advisory services and securities brokerage services. Caelan has been in the industry since 2017. Caelan has passed the Series 66, Series 7, and SIE exams. Caelan specializes in financial planning, portfolio management, and providing educational seminars.

Firm Information

Caelan Canady 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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Caelan Canady’s Registration & Firm History

NC

01/12/2024 - Present

Bankers Life Advisory Services, Inc. (GREENSBORO NC)

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Licenses & Designations

BOTH

Issued 01/10/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/07/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/23/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caelan Scott Canady.
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