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Tommy John Fitzpatrick

Bankers Life Advisory Services, Inc.

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About Tommy John Fitzpatrick

Tommy Fitzpatrick is a registered investment advisor representative and insurance agent. Tommy is registered with Bankers Life Advisory Services, Inc. and is also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. Tommy has been in the financial services industry since February 2013 and has held positions at Bankers Life and Casualty, and Bankers Life Advisory Services. Tommy is a licensed insurance agent in New York and holds Series 63, Series 65, Series 6TO and SIE licenses. Tommy specializes in providing financial planning and investment advice to individuals and small businesses.

Firm Information

Tommy Fitzpatrick 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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Tommy Fitzpatrick’s Registration & Firm History

NY

02/02/2021 - Present

Bankers Life Advisory Services, Inc. (Hauppauge NY)

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Licenses & Designations

BC

Issued 06/04/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/31/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/2021

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

BC

Issued 04/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tommy John Fitzpatrick.
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