Sarah Estes
Investment adviser representative at Bankers Life Advisory Services, Inc.
11 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
11 years in the industry.
- Bankers Life Advisory Services, Inc.Jun 2026 to now
- Bankers Life AdvisoryJun 2026 to now
- Bankers Life SecuritiesMar 2026 to now
- Bankers Life and CausalityApr 2025 to now
- Virginia Commonwealth UniversityAug 2022 to now
- Cvs PharmacyAug 2024 to Oct 2025
- DoordashJun 2024 to Dec 2025
- Publix PharmacyAug 2022 to Aug 2024
- Kroger PharmacyJan 2022 to Aug 2022
- Ferrum CollegeAug 2019 to Dec 2021
- Patrick Henry Community CollegeAug 2018 to May 2019
- High SchoolSep 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 8235880
- Firm CRD
- 281285