LL
Lakisha D. Lewis
BANKERS LIFE ADVISORY SERVICES
Lee's Summit, MO 64086
Some features on this profile are disabled
CRD#: 7393361
LL
Professional summary
Lakisha Darte Lewis, who also goes by Lakisha D Hasam, Lakisha Darte Hasam, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Lee's Summit, Missouri and BANKERS LIFE SECURITIES, INC. located in Lee's Summit, Missouri.
Lakisha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Lakisha has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lakisha D Hasam | Lakisha Darte Hasam
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 POSITION: UFT NATURE: Sell life insurance, LTC, STC, Medicare and Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2014 ADDRESS: 100 NE Tudor #103, LEES SUMMIT MO 64086, United States DESCRIPTION: Recruit and train insurance 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. ASSURED CARE POSITION: Program coordinator NATURE: Individualized support living home. The business provides 24 hour support to individuals that have mental disabilities. The business helps the consumers go into the community to learn and grow mentally. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 05/17/2025 ADDRESS: 5600 NE Antioch Rd, Kansas CIty MO 64118, United States DESCRIPTION: Train the employees over consumers with mental disabilities, review documentation, schedule doctors appointments, assist with annual reviews. The company knows that I have a full time job and that this is part time work.
CRS (Client Relationship Summary) - RIA
Click below to view Lakisha Darte Lewis'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
October 6, 2021 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 100 Ne Tudor Rd, Ste 103, Lee's Summit, MO 64086RIA
CRD#: 281285
Lee's Summit, MO
Current
August 31, 2021 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 100 Ne Tudor Rd Ste 103, Lee's Summit, MO 64086BD
CRD#: 173962
Lee's Summit, 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
Arizona(8/13/2025)
RR
Illinois(10/13/2025)
RR
Kansas(2/28/2022)
RR
Missouri(10/6/2021)
IAR
Missouri(10/6/2021)
RR
Oklahoma(8/13/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/31/2021
General Securities 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.
