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Chris Ambrose

Bankers Life Advisory Services, Inc.

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About Chris Ambrose

Chris Ambrose is a financial advisor with Bankers Life Advisory Services, Inc. Chris has been in the financial services industry since March 2003. Chris has Series 7, 9, 10, 24, 52, 53, 65, 66, and 99 licenses and is registered to provide investment advice in 51 states. Chris is a financial planner who has worked with more than 10,500 individuals and 26 pensions and profit-sharing plans. Chris has access to over $1.4 billion in client assets.

Firm Information

Chris Ambrose 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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Chris Ambrose’s Registration & Firm History

IL

07/19/2023 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

IL

06/28/2022 - 07/10/2023

J.P. MORGAN SECURITIES LLC (Chicago IL)

IL

07/16/2021 - 05/31/2022

BANKERS LIFE SECURITIES, INC. (CHICAGO IL)

IL

12/11/2019 - 06/29/2021

WELLS FARGO CLEARING SERVICES, LLC (SCHAUMBURG IL)

IL

06/01/2016 - 12/05/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)

IL

05/18/2015 - 06/02/2016

SCOTTRADE, INC. (TINLEY PARK IL)

IL

11/24/2014 - 05/08/2015

B. C. ZIEGLER AND COMPANY (CHICAGO IL)

IL

05/26/2005 - 10/02/2014

SCOTTRADE, INC. (ADDISON IL)

MO

04/06/2004 - 04/08/2005

SCOTTRADE, INC. (ST. LOUIS MO)

MO

07/17/2003 - 03/05/2004

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

DE

03/27/2003 - 07/16/2003

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

KS

12/11/2002 - 02/06/2003

WADDELL & REED, INC. (OVERLAND PARK KS)

NJ

11/21/2002 - 12/04/2002

FIRST INVESTORS CORPORATION (EDISON NJ)

MO

07/02/2002 - 11/13/2002

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 08/06/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/17/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/13/2020

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/14/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/08/2008

Series 24 - General Securities Principal Examination

BC

Issued 08/17/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chris Ambrose.
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