Joshua Nathanial Pauli
Investment adviser representative at Bankers Life Advisory Services, Inc.
13 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
13 years in the industry.
- Bankers Life Advisory Services, Inc.Jul 2023 to now
- Bankers Life Securities, IncJul 2023 to now
- Benjamin F. EdwardsSep 2021 to Jul 2023
- U.S. Bancorp Investments, Inc.Aug 2019 to Sep 2021
- U.S. BankAug 2019 to Sep 2021
- TD AmeritradeFeb 2018 to Aug 2019
- Vac It All Services IncMay 2017 to Jan 2018
- Assaypro LLCMar 2017 to Apr 2017
- Vac It All Services IncMay 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6905352
- Firm CRD
- 281285