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Nicholas Andrew Weiner

Bankers Life Advisory Services, Inc.

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About Nicholas Andrew Weiner

Nicholas Weiner is a financial advisor with Bankers Life Advisory Services, Inc. Nicholas is a registered investment advisor representative in the state of Ohio. Nicholas has been in the financial services industry for over 5 years. Nicholas has experience in providing financial planning services and portfolio management to individuals and businesses. Nicholas is also a registered insurance agent in Ohio. Nicholas is committed to providing clients with the best possible service.

Firm Information

Nicholas Weiner 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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Nicholas Weiner’s Registration & Firm History

OH

09/18/2020 - Present

Bankers Life Advisory Services, Inc. (Zanesville OH)

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Licenses & Designations

BC

Issued 05/10/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/18/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/30/2023

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

BC

Issued 12/31/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Andrew Weiner.
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