Erin A. Calabrese

BANKERS LIFE ADVISORY SERVICES

Chicago, IL 60601

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CRD#: 3213770

Professional summary

Erin A Calabrese, who also goes by Erin Ann Calabrese, Erin A Calabrese, Erin A Hardtke, Erin Ann Hardtke, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Chicago, Illinois and BANKERS LIFE SECURITIES, INC. located in Chicago, Illinois.

Erin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Erin has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erin Ann Calabrese | Erin A Calabrese | Erin A Hardtke | Erin Ann Hardtke

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Employed by Bankers Life a insurance organization that manufactures proprietary life and health insurance products and distributes them through their captive sales organization. I work in the capacity of a Field Development Manager and support the training and development of the field force. I took this position in May of 2016 and I devote roughly 160 hours a month to this position.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin A Calabrese's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 7, 2017 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

Office #1: 303 E. Wacker Drive 5th Fl, Chicago, IL 60601

RIA

CRD#: 281285

Chicago, IL

Current

November 8, 2017 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 303 E Wacker Drive 5th Fl, Chicago, IL 60601

CRD#: 173962

CHICAGO, IL

Past

June 22, 2012 - May 31, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

CHICAGO, IL

Past

June 6, 2012 - May 31, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

CHICAGO, IL

Past

May 21, 2004 - April 27, 2012

BLC FINANCIAL SERVICES, INC.

CRD#: 126638

CHICAGO, IL

Past

August 27, 2003 - May 19, 2004

WINTRUST INVESTMENTS LLC

CRD#: 875

CHICAGO, IL

Past

April 16, 2003 - May 19, 2004

FOCUSED INVESTMENTS L.L.C.

CRD#: 37532

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Illinois
(11/7/2017)

Illinois
(11/8/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/7/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/15/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/1/2003

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

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Contact information

Main Address

303 E. Wacker Drive 5th Fl, Chicago, IL 60601

Mailing Address

Phone number

(844) 553-9083

Established

Firm type

Fiscal year end

# of Employees

384

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLAS WRAP BROCHURE 03012025 (2/28/2025)

BLAS-ADV-PART2A 03012025 (2/28/2025)

Regulatory assets under management

Total Number of Accounts	14,938
AUM (Assets Under Management)	$ 1,943,847,697

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Erin A. Calabrese

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin A Calabrese's CRS (Customer Relationship Summary).

Certified licenses

Experience

BANKERS LIFE SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BLC FINANCIAL SERVICES, INC.

WINTRUST INVESTMENTS LLC

FOCUSED INVESTMENTS L.L.C.

Primary Firm SEC Registration

BANKERS LIFE ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/7/2003

SIE

Date: 10/1/2018

Series 7

Date: 4/15/2003

Series 24

Date: 8/1/2003

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BANKERS LIFE ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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