Joshua Sievers, financial advisor Fort Wayne IN

Joshua Sievers

CRD Number: 6927788
Current Firm: Bankers Life Advisory Services, Inc.

Joshua Sievers (CRD# 6927788) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Fort Wayne, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bankers Life Advisory Services, Inc. Fort Wayne, IN Sep 2019 - Current 3
Bankers Life Securities Fort Wayne, IN Mar 2018 - Current 4
Bankers Life & Casualty Fort Wayne, IN May 2017 - Current 5
Amc Theatres Fort Wayne, IN Mar 2017 - May 2017 < 1
Carmike Cinemas Fort Wayne, IN Oct 2014 - Mar 2017 2
Carmike Cinemas Morristown, TN Aug 2014 - Oct 2014 < 1
Carmike Cinemas Manhattan, KS Mar 2014 - Aug 2014 < 1
Regal Entertainment Group Lawrence, KS Mar 2013 - Mar 2014 1
Hollywood Theaters Morgantown, WV Mar 2012 - Mar 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2018
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Joshua W. Sievers
Phone Number: 844-553-9083
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    9,792
    ACCOUNTS
  • Average Account Value
    $120,568
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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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