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Christina Michele Kaiser

Bankers Life Advisory Services, Inc.

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About Christina Michele Kaiser

Christina Kaiser is a financial advisor who has been in the industry since November 2010. Christina currently works for Bankers Life Advisory Services, Inc. and has been registered with them since December 2016. Prior to this role, Christina was registered with Northwestern Mutual Investment Services, LLC. Christina Kaiser is also a registered representative and investment advisor representative and holds the Series 6, Series 63, Series 65 and SIE licenses. Christina specializes in financial planning, portfolio management, and education seminars.

Firm Information

Christina Kaiser 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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Christina Kaiser’s Registration & Firm History

KY

12/09/2016 - Present

Bankers Life Advisory Services, Inc. (LOUISVILLE KY)

KY

11/24/2010 - 12/02/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 08/04/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/27/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christina Michele Kaiser.
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