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Robert Alan Harscheid

Bankers Life Advisory Services, Inc.

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About Robert Alan Harscheid

Robert Alan Harscheid is a financial advisor with Bankers Life Advisory Services, Inc. Robert has been working in the financial industry since September 11, 2012. Robert has experience working with a wide range of clients, including individuals, high net worth individuals, pension and profit sharing plans, and corporations. Robert offers a variety of financial services, including financial planning, investment management, and insurance. Robert is a registered representative of Bankers Life Advisory Services, Inc. and holds the Series 7, Series 24 and Series 66 securities licenses.

Firm Information

Robert Harscheid 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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Robert Harscheid’s Registration & Firm History

VA

11/21/2016 - Present

Bankers Life Advisory Services, Inc. (Chantilly VA)

VA

09/12/2012 - 05/26/2016

PROEQUITIES, INC. (CHANTILLY VA)

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Licenses & Designations

BOTH

Issued 10/18/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Alan Harscheid. Review regulatory record here.
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