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Shane Michael Levey

Bankers Life Advisory Services, Inc.

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About Shane Michael Levey

Shane Levey is a financial advisor at Bankers Life Advisory Services, Inc. Shane has been in the financial services industry since July 11, 2014. Shane has been a Registered Representative of Bankers Life Advisory Services, Inc. since September 9, 2020. Shane is registered in Delaware, Maryland, New Jersey, and Pennsylvania. Prior to joining Bankers Life Advisory Services, Inc., Shane worked at ProEquities, Inc. from July 11, 2014, to February 5, 2016. Shane has passed the Series 6, Series 63, and Series 65 exams. Shane also holds the SIE certification. Shane specializes in investment advisory services, financial planning, pension consulting, educational seminars, and selection of other advisors.

Firm Information

Shane Levey 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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Shane Levey’s Registration & Firm History

IL

09/09/2020 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

PA

07/11/2014 - 02/05/2016

PROEQUITIES, INC. (KING OF PRUSSIA PA)

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Licenses & Designations

IA

Issued 08/28/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/18/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shane Michael Levey. Review regulatory record here.
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