Michael O'hearn (CRD# 7411714) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in South Bend, IN and has over 2 years of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4568561
State Farm Investment Management Corp.
CRD# 4140596
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Advisory Services, Inc. | South Bend, IN | Aug 2023 - Current | < 1 |
| Bankers Life Securities, Inc. | South Bend, IN | Aug 2021 - Current | 2 |
| Bankers Life & Casualty, Inc. | South Bend, IN | Aug 2017 - Current | 6 |
| Smith Walbridge Clinics | Charleston, IL | Jul 2008 - Jul 2018 | 10 |
| Trifound | Kalamazoo, MI | Jan 2017 - Aug 2017 | < 1 |
| Genesis Fitness | Kalamazoo, MI | Aug 2016 - Jan 2017 | < 1 |
| Applebees | Kalamazoo, MI | Mar 2014 - Jan 2017 | 2 |
| Planet Fitness | Kalamazoo, MI | Feb 2015 - Oct 2016 | 1 |
| Mennas Joint | Kalamazoo, MI | May 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- IN
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Total Assets Under Management1,486MILLIONS
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Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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