Chief Operations Officer · Bankers Life Advisory Services, Inc.
Steven M Josephson
CRD 2239540 · Named on Form ADV at one SEC-registered adviser
At a glance
Bankers Life Advisory Services, Inc., an SEC-registered wealth manager based in Chicago, IL with $2.5 billion in regulatory assets, lists Steven M Josephson on its Form ADV as Chief Operations Officer, a control person.
Firms and roles
- Bankers Life Advisory Services, Inc.Chief Operations OfficerWealth manager · Chicago, IL · $2.5B in regulatory assets
AtlasMembers
Steven’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Scott L. GoldbergBoard Member, Bankers Life Advisory Services, Inc.
- Alberta S. RobertsChief Compliance Officer/secretary, Bankers Life Advisory Services, Inc.
- Cheryl L. HeilmanPresident, Bankers Life Advisory Services, Inc.
- Paul H. McDonoughBoard Member, Bankers Life Advisory Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.