Bankers Life Advisory Services, Inc.

Company Details

Name:	Bankers Life Advisory Services, Inc.
Jurisdiction:	Rhode Island
Entity type:	Foreign Corporation
Status:	Activ
Date of Organization in Rhode Island:	23 Jun 2015 (10 years ago)
Identification Number:	001337603
Place of Formation:	INDIANA
Principal Address:	303 E WACKER DR 5TH FLOOR, CHICAGO, IL, 60601, USA
Purpose:	INVESTMENT ADVISOR

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Agent

Name	Role	Address
CORPORATION SERVICE COMPANY	Agent	222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA

TREASURER

Name	Role	Address
THOMAS B. KLEYLE	TREASURER	11825 N. PENNSYLVANIA ST CARMEL, IN 46032 USA

SECRETARY

Name	Role	Address
ALBERTA ROBERTS	SECRETARY	303 E. WACKER DRIVE, 5TH FLOOR CHICAGO, IL 60601 USA

CFO

Name	Role	Address
PAUL H. MCDONOUGH	CFO	303 E. WACKER DRIVE, 5TH FLOOR CHICAGO, IL 60601 USA

TAX OFFICER

Name	Role	Address
DAVID D. HUMM	TAX OFFICER	11825 N. PENNSYLVANIA ST CARMEL, IN 46032 USA
JOSEPH P. CLARKE	TAX OFFICER	11825 N. PENNSYLVANIA ST CARMEL, IN 46032 USA

PRESIDENT

Name	Role	Address
CHERYL HEILMAN	PRESIDENT	11825 N. PENNSYLVANIA ST CARMEL, IN 46032 USA

ASSISTANT SECRETARY

Name	Role	Address
KRISTIE ELSTROM	ASSISTANT SECRETARY	11825 N. PENNSYLVANIA ST CARMEL, IN 46032 USA

COO

Name	Role	Address
STEVEN JOSEPHSON	COO	11825 N. PENNSYLVANIA ST CARMEL, IN 46032 USA

DIRECTOR

Name	Role	Address
CHERYL HEILMAN	DIRECTOR	11825 N. PENNSYLVANIA ST CARMEL, IN 46032 USA
SCOTT L. GOLDBERG	DIRECTOR	303 E. WACKER DRIVE, 5TH FLOOR CHICAGO, IL 60601 USA
PAUL H. MCDONOUGH	DIRECTOR	303 E. WACKER DRIVE, 5TH FLOOR CHICAGO, IL 60601 USA

Filings

Number	Name	File Date
202451721480	Annual Report	2024-04-20
202336648950	Annual Report	2023-06-07
202215765240	Annual Report	2022-04-26
202193359240	Annual Report	2021-03-01
202035158660	Annual Report	2020-02-25
201987006300	Annual Report	2019-02-19
201858363970	Annual Report	2018-02-15
201733990880	Annual Report	2017-02-13
201692586690	Annual Report	2016-02-17
201563716050	Application for Certificate of Authority	2015-06-23

Date of last update: 23 Oct 2024

Sources: Rhode Island Department of State