David L. Janszen
Professional summary
David Lee Janszen Jr, who also goes by David Lee Janszen Jr, David Lee Janzen, David Lee Janszen, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Convington, Kentucky and BANKERS LIFE SECURITIES, INC. located in Chicago, Illinois.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. David has worked at 6 firms and has passed the Series 66, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Lee Janszen Jr's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 1, 2025 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
July 18, 2023 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 303 E Wacker Drive Ste 500, Chicago, IL 60601February 25, 2008 - September 2, 2021
FIFTH THIRD SECURITIES, INC.
January 10, 2005 - September 2, 2021
FIFTH THIRD SECURITIES, INC.
October 13, 2004 - January 11, 2005
NATCITY INVESTMENTS, INC.
January 23, 2003 - October 13, 2004
LUMENT SECURITIES, LLC
March 28, 2001 - January 25, 2002
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
Series 52TO
Date: 7/18/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
Contact information
SEC notice filing (52 States and Territories)
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.
