Tyisha M. Wolfe

BANKERS LIFE ADVISORY SERVICES

Crowley, TX

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CRD#: 4895073

Professional summary

Tyisha Marie Wolfe, who also goes by Marie Wolfe, Tyisha Wolfe, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Crowley, Texas and BANKERS LIFE SECURITIES, INC. located in Chicago, Illinois.

Tyisha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Tyisha has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 52, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marie Wolfe | Tyisha Wolfe

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

HATTIE'S HOUSE YOUTH SOLUTIONS POSITION: Founder NATURE: Organization provides real world readiness (budgeting, career training, parenting courses etc) to underserved youth preparing to age out of foster care and juvenile justice systems. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2020 ADDRESS: 4125 Great Belt Drive, Crowley TX 76036, United States DESCRIPTION: Unclear on what is being asked here. PENIEL ENTERPRISES LLC/PENIEL VENTURES INC POSITION: Owner NATURE: Aesthetics products/personal care services. Services element has been discontinued as of now due to poor performance and lack of revenue during 2024. While personal care offering may resume in the future, current focus is on marketing product line. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017 ADDRESS: 4125 Great Belt Drive, Crowley TX 76036, United States DESCRIPTION: Unclear as to what is being asked here.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyisha Marie Wolfe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 25, 2025 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

RIA

CRD#: 281285

Crowley, TX

Current

March 25, 2025 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 303 E Wacker Drive 5th Fl, Chicago, IL 60601

CRD#: 173962

CHICAGO, IL

Past

April 11, 2018 - February 27, 2025

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

FORT WORTH, TX

Past

April 11, 2018 - February 27, 2025

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

FORT WORTH, TX

Past

August 16, 2017 - February 13, 2018

TRINITY PORTFOLIO ADVISORS, LLC

RIA

CRD#: 151721

SOUTHLAKE, TX

Past

July 29, 2016 - June 13, 2017

MORGAN STANLEY

RIA

CRD#: 149777

ROSEVILLE, CA

Past

June 28, 2016 - June 13, 2017

MORGAN STANLEY

CRD#: 149777

ROSEVILLE, CA

Past

May 1, 2015 - May 23, 2016

MOTIF

CRD#: 155731

RANCHO CORDOVA, CA

Past

January 12, 2005 - February 28, 2006

E*TRADE SECURITIES LLC

CRD#: 29106

JERSEY CITY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(3/25/2025)

IAR

Texas
(3/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/29/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/3/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 52

Date: 8/31/2018

Municipal Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 5/1/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 10/7/2018

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/16/2015

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

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Contact information

Main Address

303 E. Wacker Drive 5th Fl, Chicago, IL 60601

Mailing Address

Phone number

(844) 553-9083

Established

Firm type

Fiscal year end

# of Employees

384

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLAS WRAP BROCHURE 03012025 (2/28/2025)

BLAS-ADV-PART2A 03012025 (2/28/2025)

Regulatory assets under management

Total Number of Accounts	14,938
AUM (Assets Under Management)	$ 1,943,847,697

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Tyisha M. Wolfe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyisha Marie Wolfe's CRS (Customer Relationship Summary).

Certified licenses

Experience

BANKERS LIFE SECURITIES, INC.

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

TRINITY PORTFOLIO ADVISORS, LLC

MORGAN STANLEY

MORGAN STANLEY

MOTIF

E*TRADE SECURITIES LLC

Primary Firm SEC Registration

BANKERS LIFE ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/29/2016

Series 63

Date: 8/3/2015

SIE

Date: 10/1/2018

Series 52

Date: 8/31/2018

Series 7

Date: 5/1/2015

Series 53

Date: 10/7/2018

Series 24

Date: 11/16/2015

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BANKERS LIFE ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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