William Blair & Company
47yrs
Top advisor by experience in Illinois
17yrs
Edwin Martinez
Financial advisor at Bankers Life Advisory Services
Based in Chicago, Illinois, Edwin Martinez is a fiduciary financial advisor with 17 years of industry experience. Edwin has been with Bankers Life Advisory Services since 2017; before that, Edwin spent a year at Merrimac Corporate Securities and a year at Woodbury Financial Services. Bankers Life Advisory Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?Top 15% by experience at Bankers Life Advisory Services
Office303 E. Wacker Drive Suite 500, Chicago, IL 60601
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$172,460
Advisors at the firm533
States licensed ?1 state
Services through Bankers Life Advisory Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowBankers Life Advisory Services, Inc.Current firm
- Jul 2012 – Jul 2013Merrimac Corporate Securities, Inc.Previously
- Dec 2010 – May 2012Woodbury Financial Services, Inc.Previously
- Jan 2010 – Aug 2010Chase Investment Services Corp.Previously
Contact Edwin
(844) 553-9083Bankers Life Advisory Services main office 303 E. Wacker Drive Suite 500Chicago, IL 60601Office · Get directions Firm websitewww.bankerslife.com/bankers-life-securities/bankers-life-advisory-services-inc
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Questions to ask Edwin
Tailored to Edwin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Edwin
How do I contact Edwin?
Call Bankers Life Advisory Services at (844) 553-9083 and ask for Edwin Martinez. Edwin works from the Chicago, IL office.
How long has Edwin been a financial advisor?
Edwin has been in the industry since 2010, about 17 years. Top 15% by experience at Bankers Life Advisory Services.
What licenses does Edwin hold?
Series 66. Tap any license on this page to see what it allows.
Is Edwin a fiduciary?
Edwin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edwin paid?
Bankers Life Advisory Services reports being paid by a percentage of the assets they manage, other fees. Ask Edwin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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