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Matthew James Peisker

Bankers Life Advisory Services, Inc.

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About Matthew James Peisker

Matthew James Peisker is a financial advisor who has been in the industry since January 7, 2016. Matthew is currently registered with Bankers Life Advisory Services, Inc. in Illinois and Texas. Matthew is also registered with the state of Texas as an Investment Advisor Representative. Previously, Matthew was employed by ProEquities, Inc. in Texas from January 8, 2016 to May 26, 2016. Matthew holds the Series 66, Series 7 and SIE securities licenses. Matthew has a total of 6 state registrations and 1 Investment Advisor Representative registration.

Firm Information

Matthew Peisker 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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Matthew Peisker’s Registration & Firm History

IL

07/27/2016 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

TX

01/08/2016 - 05/26/2016

PROEQUITIES, INC. (IRVING TX)

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Licenses & Designations

BOTH

Issued 03/27/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew James Peisker. Review regulatory record here.
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