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Daniel Robert Sherwood

Bankers Life Advisory Services, Inc.

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About Daniel Robert Sherwood

Daniel Sherwood is a registered investment advisor representative, currently employed with Bankers Life Advisory Services, Inc. Daniel is licensed to conduct business in Michigan, Oregon, and other states. Daniel specializes in providing financial planning, investment consulting, and portfolio management for individuals, businesses, and pension and profit-sharing plans. Daniel has been in the financial services industry since June 2009.

Firm Information

Daniel Sherwood 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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Daniel Sherwood’s Registration & Firm History

MI

09/06/2019 - Present

Bankers Life Advisory Services, Inc. (Grand Rapids MI)

MI

11/05/2014 - 06/24/2016

PROEQUITIES, INC. (GRAND RAPIDS MI)

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Licenses & Designations

BOTH

Issued 09/04/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2018

Series 7 - General Securities Representative Examination

BC

Issued 11/05/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Robert Sherwood. Review regulatory record here.
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