Milla Gudukas

BANKERS LIFE ADVISORY SERVICES

Daytona Beach, FL 32118

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CRD#: 6136129

Professional summary

Milla Gudukas, CFP®, who also goes by Liudmila V Yerakhavets, Milla Yerakhavets, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Daytona Beach, Florida and BANKERS LIFE SECURITIES, INC. located in Daytona Beach, Florida.

Milla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Milla has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Liudmila V Yerakhavets | Milla Yerakhavets

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 SUPERVISOR/INSURANCE AGENT NATURE: INSURANCE, SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 0 START DATE: 04/01/2009 ADDRESS: 444 SEABREEZE BLVD, #400, DAYTONA BEACH, FL 32118 DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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. RENTAL PROPEPRTY POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: 4600 E. Moody Blvd.,, Unit 13-B, Bunnell FL 32110, United States DESCRIPTION: n/a

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milla Gudukas'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

January 27, 2017 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

Office #1: 444 Seabreeze Blvd #400, Daytona Beach, FL 32118

RIA

CRD#: 281285

Daytona Beach, FL

Current

May 26, 2016 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 444 Seabreeze Blvd #400, Daytona Beach, FL 32118

CRD#: 173962

Daytona Beach, FL

Past

January 1, 2013 - May 26, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

DAYTONA BEACH, FL

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

California
(6/7/2024)

IAR

California
(6/7/2024)

Florida
(5/27/2016)

IAR

Florida
(1/27/2017)

Georgia
(11/4/2021)

Hawaii
(3/27/2024)

Illinois
(8/12/2020)

Louisiana
(2/20/2025)

Maryland
(6/7/2024)

IAR

Maryland
(6/7/2024)

Michigan
(8/26/2022)

North Carolina
(11/1/2021)

Pennsylvania
(10/12/2023)

South Carolina
(7/15/2019)

Virginia
(2/5/2024)

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: 12/27/2016

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: 4/4/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/28/2012

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/22/2017

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

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

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Milla Gudukas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milla Gudukas's CRS (Customer Relationship Summary).

Certified licenses

Experience

BANKERS LIFE SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Primary Firm SEC Registration

BANKERS LIFE ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/27/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/4/2016

Series 6

Date: 12/28/2012

Series 24

Date: 12/22/2017

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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