Riley Lavancha
Investment adviser representative at Bankers Life Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm assets
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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
12 years in the industry.
- Bankers Life Advisory Services, Inc.Aug 2026 to now
- Bankers Life Securities, IncAug 2026 to now
- Bankers Life & Casualty, IncJul 2026 to now
- Rockbridge Investment Management, LLCMar 2025 to Jun 2026
- Bankers Life Advisory Services, IncNov 2024 to Mar 2025
- Bankers Life Securities, IncAug 2024 to Mar 2025
- Bankers Life & Casualty, IncApr 2024 to Mar 2025
- Le Moyne CollegeJan 2021 to Dec 2025
- Petland IncNov 2020 to Apr 2024
- McdonaldsJan 2018 to Nov 2020
- UnemployedJan 2014 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7992792
- Firm CRD
- 281285