linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cody Russell

Bankers Life Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cody? Claim Your Profile

About Cody Russell

Cody Russell is a registered representative with Bankers Life Advisory Services, Inc., a firm that manages $1 billion - $10 billion in assets. Cody has been in the industry since 2021 and has held previous positions at M Holdings Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cody specializes in providing financial planning and portfolio management services to individuals and businesses. Cody is also registered to provide investment advisory services in Illinois and New York.

Firm Information

Cody Russell 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Non-discretionary investment consulting services

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cody Russell’s Registration & Firm History

IL

08/24/2023 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

OR

03/22/2022 - 08/24/2023

M HOLDINGS SECURITIES, INC. (PORTLAND OR)

PA

03/16/2021 - 03/18/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALLENTOWN PA)

Not sure if Cody Russell is right for you?

Licenses & Designations

BOTH

Issued 04/23/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/05/2022

Series 24 - General Securities Principal Examination

BC

Issued 03/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cody Russell.
Not sure if Cody Russell is right for you?