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Sean Lawrence Von tersch

Bankers Life Advisory Services, Inc.

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About Sean Lawrence Von tersch

Sean Von tersch is a licensed insurance agent and investment advisor representative. Sean holds the Series 63, Series 65, and Series 6TO licenses. Sean is also licensed to sell insurance products and has been in the financial services industry for over 3 years. Sean works with Bankers Life Advisory Services, Inc. and provides advisory services to individuals, high-net-worth individuals, and retirement plans. Sean has worked with over 13,000 clients and has over $1.4 billion in assets under management. Sean is committed to providing clients with personalized financial advice and guidance.

Firm Information

Sean Von tersch 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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Sean Von tersch’s Registration & Firm History

MI

04/11/2024 - Present

Bankers Life Advisory Services, Inc. (Mount Pleasant MI)

MI

06/02/2021 - 03/09/2022

BANKERS LIFE SECURITIES, INC. (OKEMOS MI)

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Licenses & Designations

IA

Issued 04/11/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2021

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

BC

Issued 02/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Lawrence Von tersch.
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