SV
Samuel T. Venema
BANKERS LIFE ADVISORY SERVICES
Mount Pleasant, MI 48858
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CRD#: 8011990
SV
Samuel Thomas VenemaBANKERS LIFE ADVISORY SERVICES
Professional summary
Samuel Thomas Venema, who also goes by Samuel Venema, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Mount Pleasant, Michigan and BANKERS LIFE SECURITIES, INC. located in Mount Pleasant, Michigan.
Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Samuel has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Samuel Venema
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.
BLC POSITION: Agent NATURE: Life and health insurance sales specifically as it relates to Bankers Life products Building and maintaining a book of business Building client relationships Servicing active client policies Selling life and health insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 07/19/2023 ADDRESS: 2026 Independence Dr, Ste C, Mt Pleasant MI 48858, 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. GRUNST BROTHERS PARTY STORE POSITION: Cashier NATURE: This is a liquor store. I will be stocking and running a cash register on the weekends and once in a while throughout the week. I may also be asked to help with inventory counting from time to time. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2025 ADDRESS: 624 N State Street, Big Rapids MI 49307, United States DESCRIPTION: I will only be working the front counter at the store as a cashier and stocker. BAKER'S MANAGEMENT SERVICE POSITION: Tax Preparer NATURE: The company helps with tax preparation and tax strategy for individuals as well as small businesses. They service the area of Big Rapids and some of the surrounding communities. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 05/07/2026 ADDRESS: 119 W grand Traverse St, Big Rapids MI 49307, United States DESCRIPTION: I will be helping with monthly/quarterly financial statements and balance sheets for S-corps, as well as regular 1040 tax return forms. I'm expected to be there about 4 hours each week for most of the year, and then for 15 hours during tax season.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Thomas Venema'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
March 31, 2025 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 304 E. Broadway Suite A, Mount Pleasant, MI 48858RIA
CRD#: 281285
Mount Pleasant, MI
Current
January 13, 2025 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 304 E. Broadway Suite A, Mount Pleasant, MI 48858BD
CRD#: 173962
Mount Pleasant, 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
Michigan(3/31/2025)
IAR
Michigan(3/31/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/13/2025
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)Loading...
Contact information
Main Address
303 E. Wacker Drive Ste 500, 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
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.
