Adviser and broker representative · Bankers Life Advisory Services, Inc.
Wesley L. Lindquist
CRD 6858756 · Glen Burnie, MD
At a glance
Wesley L. Lindquist is an investment adviser representative with Bankers Life Advisory Services, Inc. in Glen Burnie, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Wesley’s SEC record dates to 2018, about 8 years ago. Wesley is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Bankers Life Advisory Services, Inc.Since June 2026Glen Burnie, MD · $2.5B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Wesley’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.