Kenneth S. Patterson
Professional summary
Kenneth Steven Patterson JR, who also goes by Ken Patterson, Kenneth Steven Patterson, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in North Platte, Nebraska and BANKERS LIFE SECURITIES, INC. located in North Platte, Nebraska.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Kenneth has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Steven Patterson JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 27, 2016 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 509 East 4th Street Ste F, North Platte, NE 69101May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 509 East 4th Street Ste F, North Platte, NE 69101August 19, 2013 - May 27, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
June 7, 2013 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/9/2018)
(5/26/2016)
(7/27/2016)
(9/27/2022)
(6/25/2025)
Exams
FINRA
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
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