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Adam Charles Shea

Bankers Life Advisory Services, Inc.

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About Adam Charles Shea

Adam Shea is an investment advisor representative registered with Bankers Life Advisory Services, Inc. Adam has been in the industry since July 17, 2005. Adam is also registered with the states of Illinois and Missouri. Adam has a Series 66 license and a Series 7 license. Adam is also registered with the state of Missouri as an investment advisor representative. Adam has been with Bankers Life Advisory Services, Inc. since May 26, 2016. Prior to that, Adam worked for Proequities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Adam Shea is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Non-discretionary investment consulting services

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Adam Shea’s Registration & Firm History

MO

07/27/2016 - Present

Bankers Life Advisory Services, Inc. (CHESTERFIELD MO)

MO

10/11/2010 - 05/26/2016

PROEQUITIES, INC. (CHESTERFIELD MO)

MO

02/02/2004 - 04/27/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LADUE MO)

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Licenses & Designations

BOTH

Issued 03/02/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Charles Shea.
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