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Grant Loyd

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.

  1. Bankers Life Advisory Services, Inc.Apr 2026 to now
  2. Bankers Life Securities, IncDec 2025 to now
  3. Bankers Life & Casualty, IncMay 2023 to now
  4. Jimmy JohnsJan 2023 to Apr 2023
  5. Mazzios PizzaAug 2022 to Dec 2022
  6. SubwayMay 2021 to May 2022
  7. Chick Fil AMay 2020 to May 2021
  8. YmcaJul 2018 to Apr 2020
  9. St. Elizabeth Ann SetonAug 2015 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (KS, OK).

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
8193245
Firm CRD
281285
Advisor's SEC record (opens in a new tab)
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