Brent A. Boersma
Professional summary
Brent Alan Boersma, who also goes by Brent Boersma, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Fort Wayne, Indiana and BANKERS LIFE SECURITIES, INC. located in Fort Wayne, Indiana.
Brent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Brent has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brent Alan Boersma's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 15, 2022 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 9910 Dupont Circle Drive E Ste 130, Fort Wayne, IN 46825May 24, 2018 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 9910 Dupont Circle Drive E Ste 130, Fort Wayne, IN 46825Primary 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
(9/28/2018)
(6/15/2022)
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
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#: 281285Fort Wayne, IN 46825TRUST BUT VERIFY
Monitor Brent Boersma
Get automatic monthly alerts on:
