Sean
Von Tersch

Bankers Life Advisory Services, Inc

CRD#7357134
Investment Advisor
in Mount Pleasant, MI

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About this Advisor

Sean Von Tersch is a financial advisor based in Mount Pleasant, Michigan, working with Bankers Life Advisory Services, Inc. Sean has previously held positions at Bankers Life & Casualty, Inc, Bankers Life Securities, Inc, Schram Auto Parts, and Bankers Life Advisory Services, Inc. Sean has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Sean is part of Bankers Life Advisory Services, Inc, which operates out of Mount Pleasant, Michigan. 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 65

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

2026 Independence Drive Unit A B
Mount Pleasant, MI 48858

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,486,019,075

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

378

MI Average: 44
Total Number of Accounts

13,089

MI Average: 2,564
Average Account Size

$113,532

MI 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

Sean Von Tersch Work History

2024 - Present (0 year)

Bankers Life Securities, Inc

2024 - Present (0 year)

Bankers Life Advisory Services, Inc

2020 - Present (4 years)

Bankers Life & Casualty, Inc

2021 - 2022 (1 year)

Bankers Life Securities, Inc

2012 - 2020 (8 years)

Schram Auto Parts

Disclosures

Please visit the SEC profile of Sean Von Tersch 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
Christopher Armstrong
Albuquerque, NM
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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