CK
Christina M. Kaiser
BANKERS LIFE ADVISORY SERVICES
Louisville, KY 40223
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CRD#: 5811030
CK
Professional summary
Christina Michele Kaiser, who also goes by Christina K Cecil, Christina Kaiser Cecil, Christi Michele Kaiser, Christi Kaiser, Christina Michele Key, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Louisville, Kentucky and BANKERS LIFE SECURITIES, INC. located in Louisville, Kentucky.
Christina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Christina has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christina K Cecil | Christina Kaiser Cecil | Christi Michele Kaiser | Christi Kaiser | Christina Michele Key
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 AND CASUALTY: INSURANCE AGENT NATURE OF BUSINESS: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS 160 TRADING HOURS 160. SALES AND SERVICE OF NON VARIABLE INSURANCE PRODUCTS. SELF POSITION: insurance broker NATURE: outside insurance business income INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2010 ADDRESS: 10004 Watsonville Rd, Louisville KY 40272, United States DESCRIPTION: receive some renewals from previous written business. FIRST PROTECTIVE POSITION: Insurance broker NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/01/2017 ADDRESS: 2501 20th Place South, Suite 300, Birmingham AL 35223, United States DESCRIPTION: Non variable insurance broker PRESIDENT, WOMEN WHO WINE FOR A CAUSE, NO SET ADDRESS, LOCATIONS VARY, LOUISVILLE, , KENTUCKY, 40202, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 4/1/2014, HOURS PER MONTH: 10, HOURS DURING SECURITIES TRADING HOURS:5, RUN BOARD MEETINGS, MAKE SURE TASKS BY OTHERS COMPLETE, BUILD RELATIONSHIPS W NON PROFITS, SIGN CHECKS IF NECESSARY. CMK PROPERTIES POSITION: PARTNER/OWNER NATURE: investment property for future passive income. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2018 ADDRESS: 10004 Watsonville Rd, Louisville KY 40272, United States DESCRIPTION:Investment Property LLC. INSURAMAX POSITION: Employee Benefits Agreement for Referrals NATURE: Employee Benefits INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/08/2021 ADDRESS: 2200 Greene Way, Louisville KY 40220, United States DESCRIPTION: i will be paid 20% of commissions on group insurance benefits that I refer to Insuramax.
CRS (Client Relationship Summary) - RIA
Click below to view Christina Michele Kaiser'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
December 9, 2016 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 9520 Ormsby Station Road Suite 100, Louisville, KY 40223RIA
CRD#: 281285
Louisville, KY
Current
December 10, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 9520 Ormsby Station Rd Ste 100, Louisville, KY 40223BD
CRD#: 173962
LOUISVILLE, KY
Past
August 5, 2014 - December 2, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
LOUISVILLE, KY
Past
November 24, 2010 - December 2, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
LOUISVILLE, KY
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
Colorado(5/17/2022)
RR
Indiana(12/10/2016)
IAR
Kentucky(12/9/2016)
RR
Kentucky(12/10/2016)
Exams
State Security Law Exam
State Security Law Exam
General 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)Upgrade to AdvisorCheck Premium
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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)
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.
Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Louisville, KY 40223TRUST BUT VERIFY
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