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MM

Michael E. Moody

BANKERS LIFE ADVISORY SERVICES
Spokane, WA 99212
Some features on this profile are disabled
CRD#: 8043724
MM
Michael Edward MoodyBANKERS LIFE ADVISORY SERVICES

Professional summary

Michael Edward Moody, who also goes by Michael Moody, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Spokane, Washington and BANKERS LIFE SECURITIES, INC. located in Spokane, Washington.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Michael has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Aliases

Michael Moody

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.
Insurance Agent: 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. Moody's Guitars. Not an investment related business. 9019 E Liberty Ave, Spokane Valley, WA 99212. Repair and build stringed instruments (guitars etc). Owner Operator, I subcontract with a local music store to do repairs for them starting in 10/2022 to present. Before that I contracted with Herried Music in Redding, CA starting 03/2007 and that ended in 4/2014. I spend a max of 5 to 10 hours a month and none of it is during securities trading hours. I am not very active right now and don't plan on being active much in the future. I pickup/drop off from the business I subcontract with and perform the repairs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Edward Moody'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 6, 2026 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

Office #1: 1101 N Argonne Rd Ste 202, Spokane, WA 99212
RIA
CRD#: 281285
Spokane, WA
Current

July 3, 2025 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 1101 N Argonne Rd Ste 202, Spokane, WA 99212
BD
CRD#: 173962
Spokane, WA

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
Idaho
(9/5/2025)
IAR
Idaho
(8/6/2026)
RR
Oregon
(9/8/2025)
RR
Washington
(8/21/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/1/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/14/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/19/2026
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 7/2/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/5/2025
Securities Industry Essentials Examination
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 Ste 500, 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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLAS PORTFOLIOS WRAP FEE BROCHURE AS OF 021226 (2/12/2026)
BLAS-ADV-PART2A 03012025 (2/28/2025)
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#: 281285Spokane, WA 99212

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