EB
Eugene E. Brucker
BANKERS LIFE ADVISORY SERVICES
Chesterfield, MO 63017
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CRD#: 4864832
EB
Eugene Edward Brucker IIIBANKERS LIFE ADVISORY SERVICES
Professional summary
Eugene Edward Brucker III is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Chesterfield, Missouri and BANKERS LIFE SECURITIES, INC. located in Chesterfield, Missouri.
Eugene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Eugene has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Aliases
None
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.
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Life insurance, health insurance, annuity and long term care insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 176 START DATE: 04/27/2016 ADDRESS: 390 S. Woods Mill Road Suite 160 Chesterfield, MO 63017", Chesterfield MO 63017, United States DESCRIPTION: Recruit and train insurance agents. I am 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. BNI-MID AMERICA, CENTRAL CORRIDOR CHAPTER POSITION: Vice President NATURE: Personal referral based networking. By meeting each week, Chapter members get to know about each other's businesses. With one person per profession in a chapter, members are expected to refer potential business opportunities to the professionals in other businesses in their chapter (i.e., someone asking about auto insurance would be referred to the property insurance professional in the group). INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 2055 Walton Rd, St. Louis MO 63114, United States DESCRIPTION: BNI is a networking organization. My duties as VP of my Chapter are to chair the membership committee and to fill in for the President in running the meetings, should she not be present.I am expected to attend the weekly meetings, meet with other chapter members to better learn about their businesses and how I might be able to refer potential clients to them, invite visitors to the meetings and continue to learn how to be a more effective networker. BUSINESS NETWORKING INTERNATIONAL POSITION: Vice President NATURE: Business Networking organization. Forms chapters so individual business people can meet, get to know about each others' businesses and pass warm referrals to each other. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2023 ADDRESS: 710 Luckystone Ave, St. Louis MO 63122, United States DESCRIPTION: Chair the membership committee, report weekly on the Chapter's progress towards its goals: referrals generated, meetings by members outside of the stated meeting, closed business from referrals, attendance and chapter education units completed. Fill in for the President if she is unable to attend and run the meeting.
CRS (Client Relationship Summary) - RIA
Click below to view Eugene Edward Brucker III's 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®
NoneExperience
Current
September 29, 2023 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 390 S Woods Mill Road Ste 160, Chesterfield, MO 63017RIA
CRD#: 281285
Chesterfield, MO
Current
October 24, 2022 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 390 S Woods Mill Rd Suite 160, Chesterfield, MO 63017BD
CRD#: 173962
CHESTERFIELD, MO
Past
October 27, 2005 - December 10, 2012
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
CLAYTON, MO
Past
November 10, 2004 - December 10, 2012
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
CLAYTON, MO
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".
BL
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.RR
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
RR
Missouri(9/25/2023)
IAR
Missouri(9/29/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/22/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
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)Loading...
Contact information
Main Address
303 E. Wacker Drive Ste 500, 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)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
