Adam McHenry, financial advisor Chicago IL

Adam McHenry

CRD Number: 5485412
Current Firm: Bankers Life Advisory Services, Inc.

Adam McHenry (CRD# 5485412) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bankers Life Advisory Services Muncie, IN Jul 2016 - Current 7
Bankers Life Securities, Inc. Muncie, IN May 2016 - Current 7
Bankers Life And Casualty Company Muncie, IN Mar 2006 - Current 18
Proequities, Inc. Muncie, IN Jun 2010 - May 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S66 NASAA Uniform Combined State Law Examination Oct 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Adam T. McHenry
Phone Number: 844-553-9083
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,125
    MILLIONS
  • Total Number of Accounts
    10,292
    ACCOUNTS
  • Average Account Value
    $109,320
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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