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Jeanette May Lehner

Bankers Life Advisory Services, Inc.

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About Jeanette May Lehner

Jeanette Lehner is a registered representative of Bankers Life Advisory Services, Inc. Jeanette has been in the financial services industry for over 10 years. Jeanette has a Series 7 and Series 66 license. Jeanette specializes in providing financial planning, portfolio management, and educational seminars. Jeanette has a strong commitment to providing personalized service to her clients. Jeanette is dedicated to helping her clients achieve their financial goals.

Firm Information

Jeanette Lehner 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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Jeanette Lehner’s Registration & Firm History

IL

02/03/2025 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

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Licenses & Designations

BC

Issued 03/07/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeanette May Lehner.
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