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Kathleen Turley Landrigan

Bankers Life Advisory Services, Inc.

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About Kathleen Turley Landrigan

Kathleen Turley Landrigan is an investment advisor representative at Bankers Life Advisory Services, Inc. She is based in Falmouth, MA and has been in the financial services industry since June 19, 2010. Kathleen is registered to provide investment advice in Massachusetts. Previously Kathleen Turley Landrigan worked at Ameriprise Financial Services, LLC, Raymond James Financial Services, Inc. and Securities America, Inc. Kathleen has passed the Series 7, Series 63, Series 66 and Series 7TO exams.

Firm Information

Kathleen Landrigan 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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Kathleen Landrigan’s Registration & Firm History

MA

10/12/2023 - Present

Bankers Life Advisory Services, Inc. (Falmouth MA)

CT

06/06/2011 - 09/29/2020

AMERIPRISE FINANCIAL SERVICES, LLC (Stratford CT)

CT

12/10/2009 - 11/15/2010

RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW HAVEN CT)

CT

09/19/2006 - 02/20/2009

SECURITIES AMERICA, INC. (GLASTONBURY CT)

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Licenses & Designations

BOTH

Issued 10/05/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Turley Landrigan.
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