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Brian Villanueva

3 Years of Experience
Chicago, IL
BrokerSells Insurance

Brian Villanueva is a registered investment advisor, based in Chicago, IL, with 3 years of industry experience.

Location

303 E. Wacker Drive, Ste 500, Chicago, IL, 60601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is an agent for Bankers Life & Casualty Company, assisting seniors with insurance products, including Medicare Supplements, annuities, life insurance, health, and LTC. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Bankers Life Securities, INC.Broker
July 2023 - Present · 2 yrs 10 mos
Bankers Life Advisory Services, INC.
August 2022 - Present · 3 yrs 9 mos
State Registrations3 states
DEMDPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.