Julie Elise Barker
Investment adviser representative at Bankers Life Advisory Services, Inc.
19 yearsExperience
3 statesRegistered in
$2.5BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Bankers Life Advisory Services, Inc.Dec 2024 to now
- Bankers Life Securities, IncNov 2024 to now
- Bankers Life & Casualty, IncMar 2024 to now
- Khan FinancialOct 2023 to now
- Cetera Advisor NetworksJul 2022 to Sep 2023
- Cwm, dba Carson PartnersJul 2022 to Sep 2023
- Integrated Wealth ManagementJul 2022 to Sep 2023
- Charles Schwab & Co., Inc.Apr 2019 to Jul 2022
- Bloomingdales.comMar 2019 to Apr 2019
- UnemployedOct 2017 to Mar 2019
- USAA Financial Planning ServicesMar 2013 to Oct 2017
- USAA Financial Advisors, Inc.Sep 2007 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (AZ, CO, KS).
Bankers Life Advisory Services, Inc.
$2.5BAssets managed
14,314Clients
533Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4533424
- Firm CRD
- 281285