SS
SS

Sandriene Semidey-Simon

5 Years of Experience
Chicago, IL
1 DisclosureBrokerSells Insurance

Sandriene Semidey-Simon is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 5 years of industry experience. Sandriene 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
June 2019
Final
Other Business ActivitiesSells Insurance

Sandriene is a licensed insurance agent and Unit Sales Manager with Bankers Life & Casualty, managing a team of agents and responsible for hiring and training. She is also a 50% owner in Sun Dey Investments LLC, a real estate venture that is currently inactive, taking up none of her time.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
May 2022 - Present · 4 yrs 2 mos
Bankers Life Securities, INC.Broker
January 2021 - Present · 5 yrs 6 mos
State Registrations2 states
MDNY
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.
Sandriene Semidey-Simon - Financial Advisor | TrueAdvisor