linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Todd Benjamin Wiswell

Bankers Life Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Todd? Claim Your Profile

About Todd Benjamin Wiswell

Todd Benjamin Wiswell is a financial advisor with Bankers Life Advisory Services, Inc. Todd Wiswell has been in the industry since May 14, 2005, and has held positions with several firms including PROEQUITIES, INC., UVEST FINANCIAL SERVICES GROUP, INC. and BROKER DEALER FINANCIAL SERVICES CORP. Todd Wiswell is registered with FINRA and the state of Oklahoma as an Investment Advisor Representative.

Firm Information

Todd Wiswell 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Non-discretionary investment consulting services

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Todd Wiswell’s Registration & Firm History

IL

07/30/2018 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

KS

06/10/2010 - 05/26/2016

PROEQUITIES, INC. (WICHITA KS)

KS

06/16/2009 - 05/28/2010

UVEST FINANCIAL SERVICES GROUP, INC. (WICHITA KS)

KS

06/09/2008 - 05/15/2009

BROKER DEALER FINANCIAL SERVICES CORP. (WICHITA KS)

KS

03/17/2006 - 06/16/2008

UVEST FINANCIAL SERVICES GROUP, INC. (WICHITA KS)

KS

03/11/2005 - 02/23/2006

MORGAN STANLEY DW INC. (WICHITA KS)

Not sure if Todd Benjamin Wiswell is right for you?

Licenses & Designations

BOTH

Issued 05/06/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 03/10/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Todd Benjamin Wiswell. Review regulatory record here.
Not sure if Todd Benjamin Wiswell is right for you?