Stephanie Nicole Boddiford
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.Aug 2025 to now
- Bankers Life AdvisorAug 2025 to now
- Bankers Life Securities, IncAug 2023 to now
- Bankers Life & Casualty, IncNov 2021 to now
- T Rowe PriceJun 2021 to Oct 2021
- Holland and SherrySep 2020 to Jun 2021
- Unemployed - Covid - Full Time StudentMar 2020 to Sep 2020
- Rag and BoneJun 2019 to Mar 2020
- Sunglass HutOct 2018 to May 2019
- The Pike RestaurantMay 2018 to Sep 2018
- Full Time StudentAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7800999
- Firm CRD
- 281285