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Richard Evan Ingber

Bankers Life Advisory Services, Inc.

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About Richard Evan Ingber

Richard Ingber is an Investment Advisor Representative at Bankers Life Advisory Services, Inc.. Richard is licensed to provide investment advice in Michigan and Indiana. Richard has been in the financial services industry since January 19, 2006 and has experience in both insurance and securities. Richard is a licensed insurance agent for Bankers Life and Casualty Company and provides life and health insurance products to retail clients, primarily the senior market. Richard also owns a real estate company, RJ Shire, LLC, which owns and manages residential rental properties. Richard is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Richard Ingber 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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Richard Ingber’s Registration & Firm History

IL

06/14/2017 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

MI

10/21/2014 - 05/26/2016

PROEQUITIES, INC. (KALAMAZOO MI)

GA

04/02/1996 - 12/31/2004

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 05/04/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2017

Series 7 - General Securities Representative Examination

BC

Issued 10/21/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard Evan Ingber. Review regulatory record here.
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