Sandi
Sumner

Bankers Life Advisory Services, Inc

CRD#5618580
Investment Advisor
in Chicago, IL

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About this Advisor

Sandi Sumner is a financial advisor working in Chicago, Illinois with 7 years of industry experience. Sumner works at Bankers Life Advisory Services, Inc. Throughout their career, they have worked at Proequities, Inc, Bankers Life Securities, Inc, Bankers Life And Casualty and Bankers Life Advisory Services. Sumner holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to operate in Vermont. Bankers Life Advisory Services, Inc is a financial advisory business that has its headquarters in Chicago, IL. The company has offices in 136 locations and a total of 363 employees. It administers $1 billion in assets across its 10,292 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Bankers Life Advisory Services, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees typically vary depending on the financial services offered. However, fee types charged by Bankers Life Advisory Services, Inc likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

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

111 E. Wacker Drive 18Th Floor
Chicago, IL 60601

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,125,123,822

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

363

IL Average: 44
Total Number of Accounts

10,292

IL Average: 2,564
Average Account Size

$109,320

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

Sandi Sumner Work History

Sandi has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Bankers Life Securities, Inc

2016 - Present (8 years)

Bankers Life Advisory Services

2001 - Present (23 years)

Bankers Life And Casualty

2010 - 2016 (6 years)

Proequities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sandi Sumner 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

Joseph Nielsen
Chicago, IL
David Hensley
Chicago, IL
Joshua Sievers
Fort Wayne, IN
Brock Williams
Mount Pleasant, MI
Jonathan James
Chicago, IL
Dominic Ruggerio
Chicago, IL
Wilson Williams
Chicago, IL
Elizabeth Bort
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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