AS
Ashton Stachowski
BANKERS LIFE ADVISORY SERVICES
Beachwood, OH 44122
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CRD#: 7473748
AS
Professional summary
Ashton Stachowski is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Beachwood, Ohio and BANKERS LIFE SECURITIES, INC. located in Beachwood, Ohio.
Ashton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Ashton has worked at 3 firms and has passed the Series 66, Series 7TO 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, INC POSITION: Insurance Agent NATURE: providing insurance products and services to fit clients needs in the northeast Ohio area. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 05/01/2024 ADDRESS: 25101 Chagrin Blvd. Suite 170, Beachwood OH 44122, 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. GARDEN GIRL FLOWER FARM LLC. POSITION: Owner NATURE: Cultivating cut flowers from seed and growing them for harvest on family farm. Cut and arranging flowers for farmers markets to be sold on the weekends in northeast Ohio. INVESTMENT RELATED: No NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 0 START DATE: 09/23/2023 ADDRESS: 13131 Princeton Rd, Huntsburg OH 44046, United States DESCRIPTION: Planting, cutting, arranging and selling cut flower bouquets on the weekend.
CRS (Client Relationship Summary) - RIA
Click below to view Ashton Stachowski'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 10, 2025 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 25101 Chagrin Boulevard Ste 170, Beachwood, OH 44122RIA
CRD#: 281285
Beachwood, OH
Current
February 24, 2025 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 25101 Chagrin Boulevard Ste 170, Beachwood, OH 44122BD
CRD#: 173962
Beachwood, OH
Past
March 11, 2024 - April 3, 2024
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Chagrin Falls, OH
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
Ohio(7/9/2025)
IAR
Ohio(7/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/11/2024
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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