NG
Nathanael C. Grieco
BANKERS LIFE ADVISORY SERVICES
TOPEKA, KS 66609
Some features on this profile are disabled
CRD#: 6539154
NG
Professional summary
Nathanael Christian Grieco is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Topeka, Kansas and BANKERS LIFE SECURITIES, INC. located in Topeka, Kansas.
Nathanael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Nathanael has worked at 2 firms and has passed the Series 65, 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 AND CASUALTY POSITION: Unit Sales Manager NATURE: Insurance planning INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 05/01/2016 ADDRESS: 3745 SW Wanamaker Rd, Ste A, Topeka KS 66610, United States 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. TRINITY CAPITAL AMAZON AUTOMATION POSITION: Owner NATURE: Drop shipping on amazon - It is fully automated and I will have no involvement in the activities - This will be managed by a 3rd Party Company Amazon Automation Empire and is a drop shipping company that is independent of Amazon stores. They do not work for amazon and are not employees in any way. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2022 ADDRESS: 1427 Brickell Ave, Miami FL 33131, United States DESCRIPTION: I will fun a drop shipping amazon store - I will have no activities or duties and no ability to market the store. ST MARYS CAR WASH POSITION: Owner NATURE: Self Serve car wash INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2022 ADDRESS: 107 Fitzsimons RD, St Marys KS 66536, United States DESCRIPTION: I own the car wash but have a family friend who is NOT an employee or client of BLC,BLS,BLAS run and operate the car wash entirely. I have absolutely no involvement in day to day activities TRINITY CAPITAL LLC POSITION: Owner Operator NATURE: Rental property and business ownership-Car wash (listed as another OBA though I don't know that it needs to be as it is owned under trinity capital-Rental properties (owned by the LLC. -Cattle ownership and ground leasing to neighbor. I will not be performing any of the day to day of the cow operation and will only receive compensation yearly for rent. I do not expect any profit for multiple years as we do ground work, tree clearing, and make purchases necessary to grow the herd. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/11/2022 ADDRESS: 115 E APACHE ST, SAINT MARYS KS 66536-1856, United States DESCRIPTION: Purchase and maintain rentals properties and other business ventures - if any other business ventures are acquired i will notify BLS and my upline Immediately.
CRS (Client Relationship Summary) - RIA
Click below to view Nathanael Christian Grieco'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 21, 2020 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 3750 Sw Burlingamd Cir, Topeka, KS 66609RIA
CRD#: 281285
TOPEKA, KS
Current
September 13, 2018 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 3750 Sw Burlingame Circle, Topeka, KS 66609BD
CRD#: 173962
Topeka, KS
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
Arkansas(10/17/2024)
IAR
Arkansas(10/24/2024)
RR
Florida(8/9/2022)
RR
Kansas(2/8/2019)
IAR
Kansas(12/21/2020)
RR
Kentucky(8/9/2022)
RR
Missouri(2/17/2020)
RR
Nebraska(1/8/2024)
IAR
Nebraska(10/17/2024)
RR
Oklahoma(1/8/2024)
RR
Texas(2/8/2019)
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.
