Kounian Ding
Investment adviser representative at Bankers Life Advisory Services, Inc.
10 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
10 years in the industry.
- Bankers Life Advisory Services, Inc.Jun 2026 to now
- Bankers Life & Casualty, IncJun 2026 to now
- Bankers Life Securities, IncJun 2026 to now
- George Mason UniversityJan 2026 to May 2026
- The Catholic University of AmericaAug 2025 to Dec 2025
- George Mason UniversityAug 2024 to Dec 2025
- Bank of America, N.A.Apr 2024 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2024 to Jul 2024
- George Mason UniversityDec 2022 to Feb 2024
- Eagle Strategies LLCFeb 2021 to Nov 2022
- Nylife Securities LLCFeb 2021 to Nov 2022
- New York Life Insurance CoNov 2020 to Nov 2022
- Bank of America, N.A.Jun 2019 to Dec 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2019 to Dec 2020
- UnemployedJan 2019 to Feb 2019
- Cng Private Equity Fund Management Beijing Co., LtdJun 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7091567
- Firm CRD
- 281285