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Nathan Scott Duell

Bankers Life Advisory Services, Inc.

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About Nathan Scott Duell

Nathan Scott Duell is a financial professional with over 8 years of experience in the financial services industry. Nathan is currently registered as a Registered Representative and Investment Advisor Representative with Bankers Life Advisory Services, Inc. Nathan provides financial planning and portfolio management services to individuals and families. Nathan is committed to helping his clients achieve their financial goals and objectives.

Firm Information

Nathan Duell 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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Nathan Duell’s Registration & Firm History

MI

03/19/2024 - Present

Bankers Life Advisory Services, Inc. (Traverse City MI)

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Licenses & Designations

IA

Issued 03/18/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/08/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Scott Duell.
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