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Carrie Anne Christensen

Bankers Life Advisory Services, Inc.

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About Carrie Anne Christensen

Carrie Christensen is a financial advisor with over 17 years of experience in the industry. Carrie has held positions at UBS Financial Services Inc., BMO Harris Financial Advisors, Inc. and now at Bankers Life Advisory Services, Inc. Carrie is licensed in all 50 states and specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Carrie is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.

Firm Information

Carrie Christensen 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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Carrie Christensen’s Registration & Firm History

IL

11/10/2020 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

IL

08/20/2012 - 11/09/2020

BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)

IL

02/01/2010 - 06/29/2012

UBS FINANCIAL SERVICES INC. (CHICAGO IL)

IL

09/24/2007 - 11/06/2009

UBS FINANCIAL SERVICES INC. (NORTHBROOK IL)

NJ

03/01/2005 - 07/13/2007

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 04/23/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/15/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carrie Anne Christensen.
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