TW
TW

Tyisha Wolfe

11 Years of Experience
Chicago, IL
1 DisclosureBroker

Tyisha Wolfe is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 11 years of industry experience. Tyisha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.

Loading...

Location

303 E. Wacker Drive, Ste 500, Chicago, IL, 60601

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2025
Pending
Other Business Activities

Tyisha is the founder of Hattie's House Youth Solutions, an organization providing real-world readiness training to underserved youth, and the owner of Peniel Enterprises LLC/Peniel Ventures Inc, which focuses on marketing aesthetics products. Both activities require minimal time and are not investment-related.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
March 2025 - Present · 1 yr 2 mos
Bankers Life Securities, INC.Broker
March 2025 - Present · 1 yr 2 mos
Bankers Life Securities, INC.
March 2025 - Present · 1 yr 2 mos
Previous Registrations
First Command Brokerage Services, INC.Broker
April 2018 - February 2025 · 6 yrs 10 mos
First Command Advisory Services
April 2018 - February 2025 · 6 yrs 10 mos
Trinity Portfolio Advisors, LLC
August 2017 - February 2018 · 6 mos
Morgan Stanley
July 2016 - June 2017 · 11 mos
Morgan StanleyBroker
June 2016 - June 2017 · 1 yr
MotifBroker
May 2015 - May 2016 · 1 yr
E*trade Securities LLCBroker
January 2005 - February 2006 · 1 yr 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.