William Blair & Company
47yrs
Top advisor by experience in Illinois
New
Pete Pendleton
Full name on record: Pete Edward Pendleton
Financial advisor at Bankers Life Advisory Services
Pete Pendleton is a fiduciary financial advisor in Chicago, Illinois, registered since Sep 2026. Pete joined Bankers Life Advisory Services in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Bankers Life Advisory Services reports being paid through a percentage of assets.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
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
- Sep 2026 – nowBankers Life Advisory Services, Inc.Current firm
Contact Pete
(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 Pete
Tailored to Pete’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Pete
How do I contact Pete?
Call Bankers Life Advisory Services at (844) 553-9083 and ask for Pete Pendleton. Pete works from the Chicago, IL office.
How long has Pete been a financial advisor?
Pete is new to the profession, registered since Sep 2026, and holds 1 license.
What licenses does Pete hold?
Series 66. Tap any license on this page to see what it allows.
Is Pete a fiduciary?
Pete is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Pete paid?
Bankers Life Advisory Services reports being paid by a percentage of the assets they manage, other fees. Ask Pete 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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