AK
Adam K. Kragskow
BANKERS LIFE ADVISORY SERVICES
Springfield, MO 65807
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CRD#: 6718509
AK
Professional summary
Adam Keifer Kragskow is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Springfield, Missouri and BANKERS LIFE SECURITIES, INC. located in Springfield, Missouri.
Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Adam has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE 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 & CASUALTY POSITION: Agent NATURE: Financial advising and insurance sales. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 40 START DATE: 02/14/2018 ADDRESS: 1341 W Battlefield Rd Ste 230, Springfield MO 65807, 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. MISSOURI NATIONAL GUARD POSITION: Specialist NATURE: Military involvement. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 7600 Ozark Rd, Kansas City MO 64129, United States DESCRIPTION: Must be in military ready condition. AK SPORTS TRADING POSITION: Manager NATURE: Sports Cards Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 2815 W Teton Dr, Springfield MO 65810, United States DESCRIPTION: I sell sports trading cards and memorabilia via Ebay.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Keifer Kragskow'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
July 1, 2022 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 1341 W. Battlefield Rd Ste 230, Springfield, MO 65807RIA
CRD#: 281285
Springfield, MO
Current
June 3, 2021 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 1341 W. Battlefield Road, Suite 230, Springfield, MO 65807BD
CRD#: 173962
Springfield, MO
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(7/13/2022)
RR
Kansas(8/28/2023)
RR
Missouri(8/31/2021)
IAR
Missouri(7/1/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/20/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 6/3/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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#: 281285Springfield, MO 65807TRUST BUT VERIFY
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