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Kevin Calabria Morris

Bankers Life Advisory Services, Inc.

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About Kevin Calabria Morris

Kevin Calabria Morris is a financial advisor who is registered with the Securities and Exchange Commission. Kevin is also registered with the Financial Industry Regulatory Authority and is a registered representative in several states. Kevin is affiliated with Bankers Life Advisory Services, Inc. in Chicago, IL. The firm's office is located at 303 E. WACKER DRIVE, 5TH FL, Chicago, IL 60601. Kevin's clients include high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Kevin is able to provide financial planning services, educational seminars, and selection of other advisors. The firm is registered with the SEC and is a member of FINRA.

Firm Information

Kevin Morris 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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Kevin Morris’s Registration & Firm History

IL

01/27/2022 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 12/14/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/27/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Calabria Morris.
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