Michelle
Neuhalfen
Bankers Life Advisory Services, Inc
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About this Advisor
Michelle Neuhalfen is a financial advisor operating out of New Bern, North Carolina with a total of 2 years of relevant experience. Neuhalfen is an advisor for Bankers Life Advisory Services, Inc. Throughout their career, Neuhalfen has worked at Bankers Life & Casualty, Bergner'S, Club Cabaret, Coffee Beans & Cuisine, Bixby Eye Center and Bankers Life Securities. Neuhalfen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Bankers Life Advisory Services, Inc is an advisory company based in Chicago, IL. It has offices in 136 locations and a total of 363 advisors. It has $1 billion in assets under management among its 10,292 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Bankers Life Advisory Services, Inc performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely depend on the type of financial services provided. However, fees billed by Bankers Life Advisory Services, Inc likely include any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bankers Life Advisory Services, Inc Brokerage Details
$1,125,123,822
363
10,292
$109,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Michelle Neuhalfen Work History
Michelle has been registered as a financial advisor for 2 years.*
Bankers Life Securities
Bankers Life & Casualty
Coffee Beans & Cuisine
Bixby Eye Center
Bergner'S
Club Cabaret
*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 Michelle Neuhalfen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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