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Zachary R Nogra

Investment adviser representative at Bankers Life Advisory Services, Inc.
10 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

10 years in the industry.

  1. Bankers Life Advisory Services, Inc.Jan 2025 to now
  2. Bankers Life & Casualty, IncNov 2024 to now
  3. Bankers Life Securities, IncSep 2024 to now
  4. Esther's FolliesJan 2023 to now
  5. Out of Nowhere AtxNov 2021 to Dec 2023
  6. Kestra Investment Services, LLCApr 2021 to Oct 2021
  7. MML Investors Services, LLCJul 2020 to Mar 2021
  8. Mass Mutual Life Insurance CompanyApr 2020 to Mar 2021
  9. Texas State UniversityAug 2018 to May 2020
  10. Esther's FolliesJun 2018 to Jul 2019
  11. Austin Community CollegeSep 2016 to Aug 2018
  12. The TavernMar 2016 to Jun 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 3 states (IL, MD, TX).

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
7264422
Firm CRD
281285
Advisor's SEC record (opens in a new tab)
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