William Blair & Company
47yrs
Top advisor by experience in Illinois
12yrs
Daniel Schroeder
Full name on record: Daniel Stuart Schroeder
Financial advisor at Bankers Life Advisory Services
Daniel Schroeder has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Chicago, Illinois. Daniel has been with Bankers Life Advisory Services since 2018. 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
Experience12 years (since 2015)
How that compares ?More experience than 73% of advisors 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.
Career
- 2018 – nowBankers Life Advisory Services, Inc.Current firm
Questions to ask Daniel
Tailored to Daniel’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
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About Daniel
How do I contact Daniel?
Call Bankers Life Advisory Services at (844) 553-9083 and ask for Daniel Schroeder. Daniel works from the Chicago, IL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2015, about 12 years. More experience than 73% of advisors at Bankers Life Advisory Services.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Bankers Life Advisory Services reports being paid by a percentage of the assets they manage, other fees. Ask Daniel 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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