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Erin A Calabrese

Bankers Life Advisory Services, Inc.

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About Erin A Calabrese

Erin Calabrese is an investment advisor representative at Bankers Life Advisory Services, Inc. Erin has been in the industry since 2003. Erin has worked at several firms in the past including Proequities, Inc., BLC Financial Services, Inc., Wayne Hummer Investments L.L.C., and Focused Investments L.L.C. Erin is also a field development manager for Bankers Life & Casualty. Erin is registered with the state of Illinois and has Series 66, Series 24, SIE, and Series 7 licenses.

Firm Information

Erin Calabrese 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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Erin Calabrese’s Registration & Firm History

IL

11/07/2017 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

IL

06/06/2012 - 05/31/2016

PROEQUITIES, INC. (CHICAGO IL)

IL

05/21/2004 - 04/27/2012

BLC FINANCIAL SERVICES, INC. (CHICAGO IL)

IL

08/27/2003 - 05/19/2004

WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)

IL

04/16/2003 - 05/19/2004

FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 05/07/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erin A Calabrese.
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