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Michael Eugene Sheek

BANKERS LIFE SECURITIES
Spokane, WA
·CRD# 7697740·3 years registered

Professional Summary

Michael Eugene Sheek, who also goes by Mike Eugene Sheek, is a registered financial advisor currently at BANKERS LIFE SECURITIES, INC. located in Spokane, Washington. Michael is registered as a RR (Registered Representative) and started their career in finance in 2023. Michael has worked at 1 firm and has passed the Series 63, Series 6TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mike Eugene Sheek

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

3 years registered in the securities industry

Current & Past Employments

Current

BANKERS LIFE SECURITIES, INC.Current·CRD# 173962
BD
1101 N Argonne Rd Ste 202, Spokane, WA 99212
April 15, 2023 - Present

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Current Firm

BL
BANKERS LIFE SECURITIES, INC.

BANKERS LIFE | BL SECURITIES, INC. | BANKERS LIFE SECURITIES, INC.

CRD#: 173962 / SEC#: 8-69562
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

303 E Wacker Drive Ste 500, Chicago, IL 60601

Mailing Address

303 E. Wacker Drive Ste 500, Chicago, IL 60601

Phone Number

(844) 553-9083

Established

Indiana since 07/31/2014

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CDOC, INC.PARENT COMPANY—
GOLDBERG, SCOTT LOUISBOARD MEMBER5296395
HEILMAN, CHERYL LYNNPRESIDENT/CEO/DIRECTOR2114445
JOSEPHSON, STEVEN MCOO, DIRECTOR2239540
KELLY, BRETT JDIRECTOR, BLS OPERATIONS4818868
MCDONOUGH, PAUL HBOARD MEMBER7089411
ROBERTS, ALBERTA STEPHENSCHIEF COMPLIANCE OFFICER/ SECRETARY2681068
TUCKER, CLARK BOMARFINOP1977842

Disclosures

Regulatory Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(5/28/2025)
RR
Idaho
(6/25/2024)
RR
Montana
(6/25/2024)
RR
Oregon
(11/3/2025)
RR
Washington
(6/21/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2023About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 2023About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2023About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Michael Eugene Sheek's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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