Bo Hoffman
Investment adviser representative at Bankers Life Advisory Services, Inc.
11 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
11 years in the industry.
- Bankers Life Advisory Services, Inc.Nov 2025 to now
- Bankers Life Advisory Service, IncNov 2025 to now
- Bankers Life Securities, IncJun 2025 to now
- Bankers Life & Casualty, IncMay 2024 to now
- UnemployedDec 2023 to May 2024
- Plant PartnersMay 2022 to Jul 2022
- DoordashJun 2021 to Dec 2023
- UnemployedMay 2020 to Jun 2021
- Maggio's RestaurantMar 2018 to May 2020
- UnemployedJun 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
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
- 8109132
- Firm CRD
- 281285