linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gretchen Luft Walz

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 Gretchen? Claim Your Profile

About Gretchen Luft Walz

Gretchen Luft Walz is a financial advisor with Bankers Life Advisory Services, Inc. based in Chicago. Gretchen has been in the industry since 2007 and has experience in various financial services roles. Gretchen is registered with FINRA and the state of New Jersey, as well as several other states. Gretchen holds the Series 7, SIE, and Series 63 licenses and is also a Certified Financial Planner. Gretchen specializes in financial planning, portfolio management, and insurance services. Gretchen has experience working with individuals, families, and small businesses.

Firm Information

Gretchen Walz 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.

Gretchen Walz’s Registration & Firm History

IL

11/23/2016 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

NJ

06/15/2010 - 05/26/2016

PROEQUITIES, INC. (PARSIPPANY NJ)

NJ

12/04/2008 - 05/21/2010

UVEST FINANCIAL SERVICES GROUP, INC. (PARSIPPANY NJ)

NC

11/15/2006 - 12/31/2007

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

Not sure if Gretchen Luft Walz is right for you?

Licenses & Designations

BC

Issued 11/18/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gretchen Luft Walz.
Not sure if Gretchen Luft Walz is right for you?