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Sandi Steven Sumner

Bankers Life Advisory Services, Inc.

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About Sandi Steven Sumner

Sandi Sumner is a financial advisor with Bankers Life Advisory Services, Inc. Sandi has been in the financial services industry since January 2009 and is licensed to offer investment advice in Vermont, New Hampshire and Massachusetts. Sandi has experience providing financial planning, investment management and educational seminars for both individuals and businesses. Sandi can also assist with the selection of other advisors, if needed.

Firm Information

Sandi Sumner 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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Sandi Sumner’s Registration & Firm History

IL

08/22/2016 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

VT

06/11/2010 - 05/26/2016

PROEQUITIES, INC. (WILLISTON VT)

VT

01/12/2009 - 05/28/2010

UVEST FINANCIAL SERVICES GROUP, INC. (RUTLAND VT)

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Licenses & Designations

BOTH

Issued 04/23/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2010

Series 7 - General Securities Representative Examination

BC

Issued 01/10/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandi Steven Sumner.
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