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Tamara L. Reeves
BANKERS LIFE ADVISORY SERVICES
LIVONIA, MI 48150
Some features on this profile are disabled
CRD#: 7699604
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Professional summary
Tamara Lashea Reeves, who also goes by Tamara Lashea Tharpe, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Livonia, Michigan and BANKERS LIFE SECURITIES, INC. located in Livonia, Michigan.
Tamara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Tamara has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tamara Lashea Tharpe
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.
BANKERS LIFE & KF AGENCY POSITION: Insurance Agent NATURE: To provide Retirement Protection products by way of Medicare Supplements and Medicare Advantage Plans, Short Term Care, Critical Illness Policies, and Life Insurance coverages (Term, Whole, IUL) and Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 800 SECURITIES TRADING HOURS: 160 START DATE: 06/02/2022 ADDRESS: 13602 MERRIMAN RD, LIVONIA MI 48150-1814, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. THE ELMWOOD GROUP, LLC POSITION: Single Member NATURE: To eventually acquire real estate investment properties for a profit. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2021 ADDRESS: 45546 Elmwood Circle, Canton MI 48188, United States DESCRIPTION: I am the Single Member of The Elmwood Group, LLC. I established this LLC for the purpose of acquiring real estate properties at some point in time in the future. I currently do not receive an income because I haven't acquired any properties. ELMWOOD EXECUTIVE STAYS, LLC POSITION: Member NATURE: Short Term Rental Hosting (such as Airbnb). No investing. 5 Member Family owned Business where I have a 27% Membership. Executives and vacationers will be able to stay in one of our properties. We will make a profit from this business. My involvement will be low as my family will run the operation as I oversee things. Once per month meetings. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2022 ADDRESS: 847 Sumpter Rd, #591, Van Buren Twp MI 48111, United States DESCRIPTION: This is a family business with 5 Members (myself, my spouse, and our 3 adult children) where we plan to manage Short Term Rental properties (such as AirBnB). The majority of the roles will be handled by my family members. We have not taken any steps besides LLC formation at this point, thus no income is coming in. ABUNDANT FINANCIAL SERVICES, INC POSITION: Owner NATURE: The purpose of my establishing the company is for the opening of an appropriate bank account that will receive my BLC/BLS/BLAS and CNO commissions and overrides. I will be placed on AFS's payroll for adequate Quarterly Filing of Taxes. Abundant Financial Services (AFS) does not provide investment advice services or any insurance coverage solutions. I will not Hire any other Agents or Financial Reps or Advisors. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2024 ADDRESS: 47001 Waters Edge Lane, Apt A111, VAN BUREN TWP MI 48111, United States DESCRIPTION: Abundant Financial Services (AFS) does not provide investment advice services or any insurance coverage solutions. The purpose of my establishing the company is for the opening of an appropriate bank account that will receive my BLC/BLS/BLAS and CNO commissions and overrides. I will be placed on AFS's payroll for adequate Quarterly Filing of Taxes. I will be the only BLC/BLS/BLAS agent and Rep involved. I as the owner and president will not recruit any other members, agents, financial reps, or financial advisors.
CRS (Client Relationship Summary) - RIA
Click below to view Tamara Lashea Reeves's 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®
NoneExperience
Current
October 26, 2023 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 13602 Merriman Road, Livonia, MI 48150RIA
CRD#: 281285
LIVONIA, MI
Current
August 3, 2023 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 13602 Merriman Road, Livonia, MI 48150BD
CRD#: 173962
LIVONIA, MI
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".
BL
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.RR
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
RR
Arkansas(4/2/2024)
RR
California(4/4/2024)
IAR
California(4/4/2024)
RR
Indiana(3/18/2024)
RR
Massachusetts(11/26/2024)
RR
Michigan(10/26/2023)
IAR
Michigan(10/26/2023)
RR
Ohio(7/8/2025)
RR
Tennessee(10/13/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/3/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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