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Lucas Allen Johansen

Bankers Life Advisory Services, Inc.

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About Lucas Allen Johansen

Lucas Johansen is a registered representative with Bankers Life Advisory Services, Inc. in WATERLOO, IA. Lucas has been in the industry since 2017. Lucas holds Series 66, Series 7 and SIE licenses. Lucas is registered with the following states: Alabama, Arkansas, California, Georgia, Illinois, Iowa, Minnesota, Missouri, North Dakota, Texas and Wisconsin. Lucas specializes in financial planning, portfolio management for individuals and educational seminars. Lucas also provides non-discretionary investment consulting services and is a 1099 agent for Bankers Life and Casualty Company.

Firm Information

Lucas Johansen 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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Lucas Johansen’s Registration & Firm History

IA

06/11/2024 - Present

Bankers Life Advisory Services, Inc. (WATERLOO IA)

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Licenses & Designations

BOTH

Issued 06/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lucas Allen Johansen.
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