Charles James Kaufmann
Investment adviser representative at Bankers Life Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$2.5BFirm assets
10 yearsFirm in business
Are you Charles James Kaufmann? Claim your profile
Contact this firm
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.May 2026 to now
- Bankers Life AdvisoryMay 2026 to now
- Bankers Life SecuritiesMar 2026 to now
- Bankers Life & CasualtyMay 2023 to now
- Bella Via RestaurantMay 2023 to Jan 2026
- Meadows Golf CourseMar 2022 to May 2025
- Grand Valley State UniversityAug 2021 to Apr 2025
- 5 Star SportsOct 2018 to Jul 2021
- High School StudentAug 2017 to May 2021
- Millburn Middle School StudentAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8239150
- Firm CRD
- 281285