Invested Better
Unclaimed

Unclaimed

Unclaimed

Kenneth Steven Patterson

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 Kenneth? Claim Your Profile

About Kenneth Steven Patterson

Kenneth Patterson is a financial advisor with Bankers Life Advisory Services, Inc. Kenneth has been working in the financial industry since June 6, 2013. Kenneth is registered to provide investment advice in Colorado, Nebraska, and Oregon. Kenneth is also licensed to sell insurance. In addition to providing investment advice, Kenneth offers financial planning services, conducts educational seminars, and assists clients in selecting other advisors.

Firm Information

Kenneth Patterson 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

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.

Kenneth Patterson’s Registration & Firm History

NE

07/27/2016 - Present

Bankers Life Advisory Services, Inc. (NORTH PLATTE NE)

NE

06/07/2013 - 05/26/2016

PROEQUITIES, INC. (NORTH PLATTE NE)

Not sure if Kenneth Steven Patterson is right for you?

Licenses & Designations

BOTH

Issued 06/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kenneth Steven Patterson. Review regulatory record here.
Not sure if Kenneth Steven Patterson is right for you?