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Stephen Wayne Beckmann

Bankers Life Advisory Services, Inc.

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About Stephen Wayne Beckmann

Stephen Beckmann is an insurance agent and unit field trainer with Bankers Life & Casualty, Inc. Stephen is registered with the state of Texas as an investment advisor representative. Stephen is also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. Stephen is a Registered Representative of Bankers Life Advisory Services, Inc. Stephen has been in the financial services industry since 2022. Stephen's primary office is located in Grand Prairie, Texas. Stephen is a licensed insurance agent and has a Series 66 license, a Series 7TO license and a SIE license.

Firm Information

Stephen Beckmann 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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Stephen Beckmann’s Registration & Firm History

TX

02/06/2024 - Present

Bankers Life Advisory Services, Inc. (Grand Prairie TX)

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Licenses & Designations

BOTH

Issued 02/03/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/30/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/15/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Wayne Beckmann.
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