Adam Claussen, financial advisor Chicago IL

Adam Claussen

CRD Number: 5977153
Current Firm: Bankers Life Advisory Services, Inc.

Adam Claussen (CRD# 5977153) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Bankers Life Securities Austin, TX Oct 2019 - Current 4
Bankers Life Advisory Services Austin, TX Oct 2019 - Current 4
Bankers Life And Casualty Austin, TX Aug 2019 - Current 4
Guardian Life Insurance Company Austin, TX Apr 2019 - Aug 2019 < 1
Park Avenue Securities Austin, TX Apr 2019 - Aug 2019 < 1
Guardian Life Insurance Liberty Hill, TX Aug 2017 - Apr 2019 1
Park Avenue Securities Liberty Hill, TX Aug 2017 - Apr 2019 1
Park Ave Securities Austin, TX Jan 2015 - Jul 2017 2
Guardian Austin, TX Jan 2015 - Jul 2017 2
Pruco Securities LLC Austin, TX May 2014 - Jan 2015 < 1
The Prudential Insurance Company Of America Austin, TX May 2014 - Jan 2015 < 1
Proequities, Inc. Austin, TX Sep 2011 - May 2014 2
Bankers Life & Casualty Austin, TX May 2007 - May 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination Sep 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Adam W. Claussen
Phone Number: 844-553-9083
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,125
    MILLIONS
  • Total Number of Accounts
    10,292
    ACCOUNTS
  • Average Account Value
    $109,320
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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