Samuel
Bachelor

Bankers Life Advisory Services, Inc

CRD#7899192
Investment Advisor
in Libertyville, IL

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About this Advisor

Samuel Bachelor is a financial advisor based in Libertyville, Illinois, working with Bankers Life Advisory Services, Inc. Samuel has previously held positions at Us Together Inc, Bankers Life & Casualty, Inc, Amazon, Les Jones Roofing, Case Western Reserve University, King'S Academy, Doordash, Bankers Life Securities, Inc, and Jerusalem American School. Samuel has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Samuel is part of Bankers Life Advisory Services, Inc, which operates out of Libertyville, 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 66

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

1580 S Milwaukie Suite 325
Libertyville, IL 60048

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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

Samuel Bachelor Work History

2024 - Present (0 year)

Bankers Life Securities, Inc

2023 - Present (1 year)

Bankers Life & Casualty, Inc

2022 - 2023 (1 year)

Us Together Inc

2021 - 2022 (1 year)

Doordash

2020 - 2020 (< 1 year)

Amazon

2019 - 2019 (< 1 year)

Les Jones Roofing

2018 - 2022 (4 years)

Case Western Reserve University

2015 - 2018 (3 years)

King'S Academy

2010 - 2015 (5 years)

Jerusalem American School

Disclosures

Please visit the SEC profile of Samuel Bachelor 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

Cody Russell
Chicago, IL
Harry Zhang
Chicago, IL
Kasey Walton
Chicago, IL
Frank Buonomo
Las Vegas, NV
Ryan Stiefermann
Columbia, MO
Asha Shetty
Mckinney, TX
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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