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Michael Lorin O'Hearn

Bankers Life Advisory Services, Inc.

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About Michael Lorin O'Hearn

Michael Lorin O'Hearn is a financial advisor who is registered with Bankers Life Advisory Services, Inc.. Michael has been working in the industry since 2021 and is currently registered with the state of Indiana for both securities and investment advisory activities. Michael is also registered with the state of Michigan. The advisor specializes in financial planning, selection of other advisors, and portfolio management for individuals. Michael is also approved to provide educational seminars.

Firm Information

Michael O'Hearn 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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Michael O'Hearn’s Registration & Firm History

IN

08/02/2023 - Present

Bankers Life Advisory Services, Inc. (South Bend IN)

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Licenses & Designations

IA

Issued 07/24/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/23/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/02/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Lorin O'Hearn.
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