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GA

Glen Asbury

BANKERS LIFE ADVISORY SERVICES
Lafayette, IN 47905
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CRD#: 7420703
GA

Professional summary


Glen Asbury is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Lafayette, Indiana and BANKERS LIFE SECURITIES, INC. located in Lafayette, Indiana.

Glen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Glen has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

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.
Agent with BLC BANKERS LIFE (BLC) POSITION: Insurance Agent NATURE: Selling life and health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 08/24/2011 ADDRESS: 3595 Sagamore Parkway N., Suite 3, Lafayette IN 47904, 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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Glen Asbury'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

August 2, 2023 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

Office #1: 3806 Amelia Avenue Suite 3, Lafayette, IN 47905
RIA
CRD#: 281285
Lafayette, IN
Current

August 20, 2021 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 3806 Amelia Avenue, Suite 3, Lafayette, IN 47905
BD
CRD#: 173962
LAFAYETTE, IN

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
Indiana
(9/20/2021)
IAR
Indiana
(8/2/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/27/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/28/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 8/20/2021
Investment Company Products/Variable Contracts Representative Examination
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)


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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#: 281285Lafayette, IN 47905

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