Eileen
Sullivan

Bankers Life Advisory Services, Inc

CRD#2886701
Investment Advisor
in Chicago, IL

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About this Advisor

Eileen Sullivan is a financial advisor based in Chicago, Illinois, working with Bankers Life Advisory Services, Inc. Eileen has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Bankers Life, Bankers Life Securities Inc, Bankers Life Advisory Services, Inc, Bankers Life Advisory Services, and Bankers Life Securities, Inc. Eileen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Eileen is part of Bankers Life Advisory Services, Inc, which operates out of Chicago, Illinois. The firm has 136 offices and 378 employees. The firm manages assets totaling $1.5 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Bankers Life Advisory Services, Inc includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

303 E. Wacker Drive 5Th Fl
Chicago, IL 60601

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,486,019,075

IL Average: $6,674,516,078
Total Number of Employees

378

IL Average: 44
Total Number of Accounts

13,089

IL Average: 2,564
Average Account Size

$113,532

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Eileen Sullivan Work History

2023 - Present (1 year)

Bankers Life Advisory Services, Inc

2023 - Present (1 year)

Bankers Life Securities, Inc

2016 - 2022 (6 years)

Bankers Life

2016 - 2023 (7 years)

Bankers Life Securities Inc

2016 - 2023 (7 years)

Bankers Life Advisory Services

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2013 - 2016 (3 years)

Morgan Stanley

Disclosures

Please visit the SEC profile of Eileen Sullivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bankers Life Advisory Services, Inc

Christopher Armstrong
Albuquerque, NM
Eugene Brucker
Chesterfield, MO
Kasey Walton
Chicago, IL
Frank Buonomo
Las Vegas, NV
Ryan Stiefermann
Columbia, MO
Richard Gregory
Chicago, IL
Kyle Hodnett
Chicago, IL
Kurt Richter
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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