Unclaimed Profile

Alberta Stephens Roberts

BANKERS LIFE ADVISORY SERVICES, INC.·CHICAGO, Illinois

SIE, Series 6, Series 7, Series 14, Series 24, Series 26, Series 28, Series 52TO, Series 53, Series 63, Series 66, Series 99TOClean record23 years registeredBANKERS LIFE ADVISORY SERVICES, INC.

303 E. WACKER DRIVE, CHICAGO, IL 60601CRD# 2681068Firm CRD# 281285

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alberta Stephens Roberts · CHICAGO, IL

Registration

CRD #2681068 · BANKERS LIFE ADVISORY SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

BANKERS LIFE ADVISORY SERVICES, INC.

Mar 2016 – present

BANKERS LIFE SECURITIES, INC.

Aug 2015 – present

M&I FINANCIAL ADVISORS, INC.

Mar 2012 – Aug 2012

MILWAUKEE, WI

AMCORE INVESTMENT SERVICES, INC

Jul 2010 – Sep 2010

ROCKFORD, IL

BMO HARRIS FINANCIAL ADVISORS, INC

Nov 2005 – Oct 2013

CHICAGO, IL

HARRISDIRECT LLC

Nov 2002 – Dec 2005

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 26

Series 28

Series 52TO

Series 53

Series 63

Series 66

Series 99TO

Registration record

First registered · November 20, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BANKERS LIFE ADVISORY SERVICES, INC.

CRD 281285 · SEC 801-106953

AUM

$1.5B

Regulatory assets under management

Employees

378

13,089 client accounts

Services offered by BANKERS LIFE ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BANKERS LIFE ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Alberta Stephens Roberts offer?

Alberta Stephens Roberts specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Alberta Stephens Roberts's credentials?

Alberta Stephens Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alberta Stephens Roberts located?

Alberta Stephens Roberts is based in CHICAGO, Illinois, working with BANKERS LIFE ADVISORY SERVICES, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Alberta Stephens Roberts charge for services?

Alberta Stephens Roberts's firm is compensated through percentage of aum, other: non-discretionary investment consulting services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BANKERS LIFE ADVISORY SERVICES, INC.?

BANKERS LIFE ADVISORY SERVICES, INC. has approximately 378 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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