RBC Capital Markets
46yrs
Top advisor by experience in Erie
26yrs
John Peter Bamberger
Financial advisor at Bankers Life Advisory Services
At a glance
Experience26 years (since 2001)
How that compares ?Top 6% by experience at Bankers Life Advisory Services
Office3939 West Ridge Road Suite B-8, Erie, PA 16506
How the firm is paid ?Percent of assets, Other
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2016 – nowBankers Life Advisory Services, Inc.Current firm
- Jan 2008 – Nov 2009Peak Securities CorporationPreviously
- Nov 2006 – Jul 2007Uvest Financial Services Group, Inc.Previously
- Jun 2006 – Jul 2006Invest Financial CorporationPreviously
- 2004 – 2006PNC Wealth Management LLCPreviously
- May 2003 – Jan 2004J.j.b. Hilliard, W.l. Lyons, LLCPreviously
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 John
How do I contact John?
Call Bankers Life Advisory Services at 844-553-9083 and ask for John Peter Bamberger. John works from the Erie, PA office.
How long has John been a financial advisor?
John has been in the industry since 2001, about 26 years. Top 6% by experience at Bankers Life Advisory Services.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Bankers Life Advisory Services reports being paid by a percentage of the assets they manage, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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