Joseph Anthony Gutierrez
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.Aug 2026 to now
- Bankers Life & Casualty, IncMay 2026 to now
- Encompass More Asset Management LLCSep 2025 to Jun 2026
- Florida Financial AdvisorsJun 2025 to Sep 2025
- Super Soccer StarsAug 2024 to Jun 2025
- AflacJun 2023 to Aug 2023
- Groove NycJun 2022 to Aug 2022
- Cutco Vector MarketingJun 2021 to Aug 2021
- Suny AlbanyAug 2020 to May 2024
- Pennings Farm MarketJun 2017 to Aug 2021
- Warwick Valley High SchoolSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8121646
- Firm CRD
- 281285