RH
Robert J. Handfuss
BANKERS LIFE ADVISORY SERVICES
Toms River, NJ 08753
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CRD#: 6730318
RH
Professional summary
Robert Joel Handfuss, who also goes by Robert Handfuss, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Toms River, New Jersey and BANKERS LIFE SECURITIES, INC. located in Toms River, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Robert has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Handfuss
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: Insurance Sales and service of Life, Health, Annuity Products. INVESTMENT RELATED: No NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2006 ADDRESS: 1433 HOOPER AVE, Suite 121, TOMS RIVER NJ 08753, 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. NEW JERSEY NOTARY POSITION: Notary NATURE: Notarize signatures on documents. Obtain proof of identity and Notarize documents that the person who signed the document is the correct person. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/03/2020 ADDRESS: 4000 Route 66,, Suite 323, Tinton Falls NJ 07753, United States DESCRIPTION: I became a Notary as an accommodation to help people complete personal and business items. I do not charge for this service, and became a Notary approximately 1 month ago. I have not Notarized anything but have been getting asked by clients and friends, as well as colleagues, if I know a Notary that will go to someone's house. I am willing to help these people if they need it, without charge.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Joel Handfuss'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
September 26, 2019 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 1433 Hooper Ave. Suite 121, Toms River, NJ 08753RIA
CRD#: 281285
Toms River, NJ
Current
May 1, 2017 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 1433 Hooper Ave. Suite 121, Toms River, NJ 08753BD
CRD#: 173962
Toms River, NJ
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(4/28/2021)
RR
Maryland(5/9/2023)
RR
New Jersey(10/5/2017)
IAR
New Jersey(9/26/2019)
RR
New York(10/31/2018)
RR
Pennsylvania(2/14/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/3/2025
General Securities Representative ExaminationGeneral 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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Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Toms River, NJ 08753TRUST BUT VERIFY
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