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Kasey Lee Walton

Bankers Life Advisory Services, Inc.

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About Kasey Lee Walton

Kasey Walton is an Investment Advisor Representative with Bankers Life Advisory Services, Inc. in CHICAGO, IL. Kasey has been in the securities industry since 2019 and has both Series 65 and Series 63 licenses. Kasey is also a licensed insurance agent for Bankers Life & Casualty, providing life and health insurance products to individuals. Kasey's specializations include financial planning, educational seminars, and selection of other advisors. Bankers Life Advisory Services, Inc. offers a variety of financial services, including portfolio management for individuals, and educational seminars. The firm's mission is to provide clients with the knowledge and resources they need to achieve their financial goals.

Firm Information

Kasey Walton 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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Kasey Walton’s Registration & Firm History

IL

10/04/2019 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

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Licenses & Designations

BC

Issued 02/26/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/30/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kasey Lee Walton.
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