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Samuel Shannon Bachelor

Bankers Life Advisory Services, Inc.

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About Samuel Shannon Bachelor

Samuel Shannon Bachelor is a Registered Representative with Bankers Life Advisory Services, Inc. Samuel has been in the securities industry for 2 years. Samuel is registered with the state of Illinois as an Investment Adviser Representative. Samuel is also registered as a Registered Representative. Samuel is a Series 66, Series 7TO, and SIE licensed professional. Samuel specializes in providing financial planning, educational seminars, and selection of other advisors. Samuel is also registered as a 1099 agent for Bankers Life and Casualty Company and is appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

Firm Information

Samuel Bachelor 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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Samuel Bachelor’s Registration & Firm History

IL

06/06/2024 - Present

Bankers Life Advisory Services, Inc. (Libertyville IL)

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Licenses & Designations

BOTH

Issued 05/28/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/29/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Shannon Bachelor.
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