Advisor at Bankers Life Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bankers Life Advisory Services, Inc.
Location
Schaumburg, IL 60173
Credentials
Series 63, Series 66
Industry experience
10 years
Larry Goldberg is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Goldberg has worked at various Bankers Life entities since 2014 and previously at ProEquities Inc. He also manages a team of agents as a Unit Sales Manager, overseeing training and supporting insurance product sales focused on the senior market. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, and a combination of fundamental and technical analysis to guide portfolio decisions.
Based on Bankers Life Advisory Services, Inc.
Based on Bankers Life Advisory Services, Inc.
$0+: Negotiable, ranges from 0.50% to 2.5% annually for Portfolio Management Services Greater than $4 million+: 0.30% annually for Retirement Plan Consulting Services $2 million to $4 million+: 0.40% annually for Retirement Plan Consulting Services $1 million to $2 million+: 0.50% annually for Retirement Plan Consulting Services $1 million and below+: 1.25% annually for Retirement Plan Consulting Services
Hourly rate for Investment Consulting Services, as set forth in contract
Fee-only: Hourly rate for Investment Consulting Services, specific amounts set forth in client contract, fees may be reduced or waived
1101 Perimeter Drive Ste 825
Schaumburg, IL 60173
Illinois
Bankers Life
2019 - Present (7 years)
Bankers Life Securities
2019 - Present (7 years)
Bankers Life Advisory Services, Inc
2019 - Present (7 years)
Bankers Life Securities, Inc.
2016 - 2019 (3 years)
ProEquities Inc
2015 - 2016 (1 year)
Bankers life
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Glenview, IL
Echo Prudent Capital LLC
CFA®
Barrington, IL
Maple Street Capital Advisors, LLC
Series 65
Elk Grove Village, IL
MOA Advisory & Financial Services Co
Series 63, Series 65
Rolling Meadows, IL
Leading Edge Wealth Management, LLC
CFA®, Series 66
Lincolnshire, IL
SVN Capital, LLC
Series 65
Arlington Heights, IL
Carlisle Financial Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")