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BS

Benjamin B. Stansfield

BANKERS LIFE ADVISORY SERVICES
Brentwood, TN 37027
Some features on this profile are disabled
CRD#: 6559996
BS

Professional summary


Benjamin Byron Stansfield, who also goes by Benjamin Stansfield, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Brentwood, Tennessee and BANKERS LIFE SECURITIES, INC. located in Brentwood, Tennessee.

Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Benjamin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Benjamin Stansfield

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, INC POSITION: Unit Sales Manager/ Insurance Agent NATURE: Sell insurance related products and help service client needs, grow the organization through recruiting of potential agents, and assist in sales growth from agents in the organization. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 3/17/2014 ADDRESS: Brentwood, TN, United States DESCRIPTION: Sales and Service of non-variable insurance products. Recruit and train insurance agent, Began Unit Sales Manager role 1/1/17. STANSFIELD REAL ESTATE GROUP POSITION: Sole Member and President NATURE: To purchase and potentially renovate real estate in pursuit of profits from the sale or rental of properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2018 ADDRESS: Brentwood, TN, United States DESCRIPTION: Select and purchase Real Estate and develop properties to produce income from tenants.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Benjamin Byron Stansfield'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®
None

Experience


Current

July 27, 2016 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

Office #1: 1600 Westgate Cir Ste 225 & 250, Brentwood, TN 37027
RIA
CRD#: 281285
Brentwood, TN
Current

May 26, 2016 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 1600 West Gate Circle Suite 250, Brentwood, TN 37027
BD
CRD#: 173962
Brentwood, TN
Past

January 27, 2016 - May 27, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
BRENTWOOD, TN
Past

December 17, 2015 - May 26, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BRENTWOOD, TN

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
California
(4/17/2025)
IAR
California
(4/18/2025)
RR
Georgia
(6/1/2018)
RR
Illinois
(10/30/2023)
RR
Kentucky
(11/3/2025)
RR
Louisiana
(2/15/2019)
RR
Missouri
(2/17/2020)
IAR
Tennessee
(7/27/2016)
RR
Tennessee
(1/22/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/27/2016
Uniform Combined State Law Examination
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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLAS WRAP BROCHURE 03012025 (2/28/2025)

Regulatory assets under management


Total Number of Accounts14,938
AUM (Assets Under Management)$ 1,943,847,697

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285Brentwood, TN 37027

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