Unclaimed Profile

Cheryl Lynn Heilman

BANKERS LIFE ADVISORY SERVICES, INC.·CHICAGO, Illinois

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record16 years registeredBANKERS LIFE ADVISORY SERVICES, INC.

303 E. WACKER DRIVE, CHICAGO, IL 60601CRD# 2114445Firm CRD# 281285

Profile Verification

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

Identity

Cheryl Lynn Heilman · CHICAGO, IL

Registration

CRD #2114445 · BANKERS LIFE ADVISORY SERVICES, INC. · 16 years registered

Brand Profile

Not yet started

Career History

BANKERS LIFE ADVISORY SERVICES, INC.

Jun 2019 – present

BANKERS LIFE SECURITIES, INC.

Feb 2019 – present

AMERITAS INVESTMENT CORP

Jul 2010 – Dec 2012

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · July 7, 2010

Years registered · 16

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 Cheryl Lynn Heilman offer?

Cheryl Lynn Heilman specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Cheryl Lynn Heilman's credentials?

Cheryl Lynn Heilman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cheryl Lynn Heilman located?

Cheryl Lynn Heilman 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 Cheryl Lynn Heilman charge for services?

Cheryl Lynn Heilman'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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