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Susan E Thomas

Bankers Life Advisory Services, Inc.

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About Susan E Thomas

Susan E. Thomas is a financial advisor with over 15 years of experience in the industry. Susan is currently registered as an Investment Advisor Representative with Bankers Life Advisory Services, Inc. Susan E. Thomas also works with Bankers Life & Casualty, Inc. She is a Series 63 and 65 licensed professional and has passed the Series 6TO and SIE exams. Susan has held prior positions at Northwestern Mutual Investment Services, LLC and Grant Winn. Susan is located in Missoula, MT.

Firm Information

Susan Thomas 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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Susan Thomas’s Registration & Firm History

MT

07/15/2024 - Present

Bankers Life Advisory Services, Inc. (Missoula MT)

MT

12/17/2021 - 03/21/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MISSOULA MT)

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Licenses & Designations

IA

Issued 07/08/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/24/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2021

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

BC

Issued 09/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan E Thomas.
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