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Karl Robert Sullivan

Bankers Life Advisory Services, Inc.

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About Karl Robert Sullivan

Karl Robert Sullivan is an investment advisor representative with Bankers Life Advisory Services, Inc. Karl has been in the financial services industry since November 2010. Karl has a Series 6, Series 63, Series 65 and Series 26 license. Karl has been registered with Bankers Life Advisory Services, Inc. since May 2022. Karl was previously registered with Mutual of Omaha Investor Services, Inc.. Karl provides financial planning services and portfolio management for individuals.

Firm Information

Karl Sullivan 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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Karl Sullivan’s Registration & Firm History

IL

05/10/2022 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

KS

11/22/2010 - 05/16/2022

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 01/07/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karl Robert Sullivan.
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