Adam T Mchenry

ChFC

Bankers Life Advisory Services, INC.

17 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Bankers Life Advisory Services, INC.

Compensation

Fee-Only (AUM)

Firm Size

440 advisors

Number of Clients

11,822 clients

Average Client Portfolio

$164K average

Assets Under Management

$1.9B

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

303 E. Wacker Drive, 5th Fl, Chicago, IL, 60601

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History

Regulatory History (1)

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Customer Dispute

November 2017

Denied

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Other Business ActivitiesSells Insurance

Adam works as an insurance agent for Bankers Life & Casualty, Inc, selling non-variable insurance and annuity products. This work takes up more than full-time hours, with about half of his time being investment related.

Employment History

Current Registrations

Bankers Life Advisory Services, INC.

July 2016 - Present · 9 yrs 7 mos

Bankers Life Securities, INC.Broker

May 2016 - Present · 9 yrs 9 mos

Previous Registrations

Investment Advisors

January 2012 - May 2016 · 4 yrs 4 mos

Proequities, INC.Broker

June 2010 - May 2016 · 5 yrs 11 mos

Uvest Financial Services Group, INC.Broker

March 2008 - May 2010 · 2 yrs 2 mos

State Registrations18 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.