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Theresa Marie Kunkeli

Bankers Life Advisory Services, Inc.

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About Theresa Marie Kunkeli

Theresa Kunkeli is a financial professional with over 10 years of experience in the financial services industry. Theresa is currently registered with Bankers Life Advisory Services, Inc. Theresa has worked in the financial services industry since 2013 and is licensed in multiple states to offer investment advice. Theresa's experience in the financial services industry includes working with individuals, families, and businesses to develop and implement personalized financial plans. Theresa has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Theresa Kunkeli 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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Theresa Kunkeli’s Registration & Firm History

IL

10/13/2016 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

OH

04/11/2013 - 05/26/2016

PROEQUITIES, INC. (MEDINA OH)

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Licenses & Designations

IA

Issued 10/06/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2017

Series 7 - General Securities Representative Examination

BC

Issued 04/10/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theresa Marie Kunkeli.
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