Dalton Anthony Heim
Investment adviser representative at Bankers Life Advisory Services, Inc.
13 yearsExperience
2 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
13 years in the industry.
- Bankers Life Advisory Services, Inc.Jun 2020 to now
- Bankers Life & Casualty, IncJun 2020 to now
- Ae Wealth Management, LLCNov 2018 to Apr 2020
- Retire Smart LLCSep 2018 to Mar 2020
- Cls Investments, LLCJun 2018 to Aug 2018
- Great Western BankOct 2017 to May 2018
- U.S. BankDec 2016 to Oct 2017
- Sunvalley LanesNov 2013 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (IA, NE).
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
- 6948793
- Firm CRD
- 281285