Sarah Leigh miles Rodriguez
Investment adviser representative at Bankers Life Advisory Services, Inc.
24 yearsExperience
1 stateRegistered 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
24 years in the industry.
- Bankers Life Advisory Services, Inc.Jul 2023 to now
- Bankers Life Securities. IncMay 2019 to now
- Bankers Life & Casualty, IncJul 2018 to now
- UnemployedMar 2018 to Jul 2018
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2018
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
- Wachovia Bank, N.A.Jun 2002 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5248713
- Firm CRD
- 281285