KF
Kyle B. Fults
BANKERS LIFE ADVISORY SERVICES
Omaha, NE 68154
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CRD#: 5819563
KF
Professional summary
Kyle Benjamin Fults is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Omaha, Nebraska and BANKERS LIFE SECURITIES, INC. located in Omaha, Nebraska.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Kyle has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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 POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 152 START DATE: 06/13/2005 ADDRESS: 12020 SHAMROCK PLZ STE 115, OMAHA NE 68154, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, 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. FULTS FINANCIAL SERVICES, LLC POSITION: OWNER NATURE: LLC BUSINESS CHECKING ACCOUNT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/28/2015 ADDRESS: 18919 SAHLER ST, ELKHORN NE 68022, United States DESCRIPTION: I HAVE A BUSINESS CHECKING ACCOUNT REGISTERED AS "FULTS FINANCIAL SERVICES, LLC" FOR MY DEPOSITS FROM BLC, BLS, & BLAS. MY CPA HAD ADVISED ME TO FORM AN LLC FOR TAX PURPOSES.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Benjamin Fults'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
April 3, 2018 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 12020 Shamrock Plaza, Suite 115, Omaha, NE 68154RIA
CRD#: 281285
Omaha, NE
Current
May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 12020 Shamrock Plaza, Suite 115, Omaha, NE 68154BD
CRD#: 173962
Omaha, NE
Past
December 16, 2010 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
OMAHA, NE
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
Arizona(8/23/2021)
RR
Colorado(3/24/2023)
RR
Iowa(5/26/2016)
RR
Missouri(5/14/2020)
RR
Nebraska(5/26/2016)
IAR
Nebraska(4/3/2018)
RR
Pennsylvania(11/13/2023)
RR
South Dakota(12/3/2020)
RR
Tennessee(11/16/2023)
RR
Texas(11/2/2017)
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#: 281285Omaha, NE 68154TRUST BUT VERIFY
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